HighTower Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.61M | Buy |
145,439
+905
| +0.6% | +$22.5K | ﹤0.01% | 1243 |
|
|
2025
Q1 | $3.56M | Sell |
144,534
-711
| -0.5% | -$17.5K | ﹤0.01% | 1212 |
|
|
2024
Q4 | $3.54M | Sell |
145,245
-17,077
| -11% | -$416K | ﹤0.01% | 1206 |
|
|
2024
Q3 | $4.03M | Sell |
162,322
-6,130
| -4% | -$152K | 0.01% | 1126 |
|
|
2024
Q2 | $4.07M | Sell |
168,452
-11,584
| -6% | -$280K | 0.01% | 1095 |
|
|
2024
Q1 | $4.35M | Sell |
180,036
-4,316
| -2% | -$104K | 0.01% | 1026 |
|
|
2023
Q4 | $4.46M | Sell |
184,352
-792
| -0.4% | -$19.1K | 0.01% | 1027 |
|
|
2023
Q3 | $4.35M | Buy |
+185,144
| New | +$4.35M | 0.01% | 987 |
|
|
2022
Q2 | – | Sell |
-16,688
| Closed | -$406K | – | 3151 |
|
|
2022
Q1 | $406K | Sell |
16,688
-482
| -3% | -$11.7K | ﹤0.01% | 2304 |
|
|
2021
Q4 | $434K | Buy |
17,170
+222
| +1% | +$5.61K | ﹤0.01% | 2228 |
|
|
2021
Q3 | $433K | Sell |
16,948
-842
| -5% | -$21.5K | ﹤0.01% | 2148 |
|
|
2021
Q2 | $456K | Sell |
17,790
-3,072
| -15% | -$78.7K | ﹤0.01% | 2102 |
|
|
2021
Q1 | $532K | Buy |
20,862
+216
| +1% | +$5.51K | ﹤0.01% | 1932 |
|
|
2020
Q4 | $530K | Buy |
20,646
+4,476
| +28% | +$115K | ﹤0.01% | 1602 |
|
|
2020
Q3 | $416K | Buy |
16,170
+72
| +0.4% | +$1.85K | ﹤0.01% | 1641 |
|
|
2020
Q2 | $414K | Buy |
+16,098
| New | +$414K | ﹤0.01% | 1548 |
|