Heritage Wealth Management (Arizona)’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $588K | Buy |
25,092
+12,412
| +98% | +$291K | 0.08% | 172 |
|
|
2022
Q3 | $294K | Sell |
12,680
-840
| -6% | -$19.5K | 0.09% | 156 |
|
|
2022
Q2 | $321K | Sell |
13,520
-3,030
| -18% | -$71.9K | 0.11% | 144 |
|
|
2022
Q1 | $402K | Buy |
+16,550
| New | +$402K | 0.11% | 148 |
|
|
2021
Q3 | $458K | Buy |
17,940
+946
| +6% | +$24.2K | 0.16% | 100 |
|
|
2021
Q2 | $435K | Buy |
16,994
+7,784
| +85% | +$199K | 0.16% | 103 |
|
|
2021
Q1 | $235K | Buy |
+9,210
| New | +$235K | 0.13% | 141 |
|