IFP Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $19.8K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $56K | Sell |
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|
2024
Q1 | $57.4K | Sell |
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|
2023
Q4 | $112K | Buy |
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|
2023
Q3 | $101K | Sell |
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|
2023
Q2 | $107K | Buy |
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|
2023
Q1 | $107K | Buy |
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|
2022
Q4 | $108K | Buy |
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|
2022
Q3 | $107K | Buy |
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|
2022
Q2 | $107K | Hold |
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|
2022
Q1 | $107K | Sell |
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|
2021
Q4 | $190K | Sell |
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|
2021
Q3 | $237K | Sell |
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|
2021
Q2 | $251K | Buy |
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|
2021
Q1 | $202K | Buy |
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|
2020
Q4 | $103K | Buy |
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|
2020
Q3 | $103K | Buy |
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