HM Payson & Co’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $2.69M | Sell |
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2025
Q1 | $3.7M | Hold |
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|
2024
Q4 | $3.66M | Hold |
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|
2024
Q3 | $3.72M | Hold |
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|
2024
Q2 | $3.62M | Hold |
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|
2024
Q1 | $3.62M | Hold |
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|
2023
Q4 | $3.63M | Hold |
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|
2023
Q3 | $3.52M | Hold |
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|
2023
Q2 | $3.55M | Buy |
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|
2023
Q1 | $3.09M | Hold |
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|
2022
Q4 | $3.05M | Buy |
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