IFP 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,318
| Closed | -$56K | – | 3430 |
|
|
2024
Q2 | $56K | Sell |
2,318
-56
| -2% | -$1.35K | ﹤0.01% | 1627 |
|
|
2024
Q1 | $57.4K | Sell |
2,374
-2,248
| -49% | -$54.3K | ﹤0.01% | 1530 |
|
|
2023
Q4 | $112K | Buy |
4,622
+312
| +7% | +$7.55K | 0.01% | 1196 |
|
|
2023
Q3 | $101K | Sell |
4,310
-230
| -5% | -$5.4K | ﹤0.01% | 1247 |
|
|
2023
Q2 | $107K | Buy |
4,540
+264
| +6% | +$6.24K | ﹤0.01% | 1289 |
|
|
2023
Q1 | $107K | Buy |
4,276
+18
| +0.4% | +$450 | ﹤0.01% | 1227 |
|
|
2022
Q4 | $108K | Buy |
4,258
+28
| +0.7% | +$710 | ﹤0.01% | 1705 |
|
|
2022
Q3 | $107K | Buy |
4,230
+18
| +0.4% | +$455 | ﹤0.01% | 1813 |
|
|
2022
Q2 | $107K | Hold |
4,212
| – | – | ﹤0.01% | 1645 |
|
|
2022
Q1 | $107K | Sell |
4,212
-3,334
| -44% | -$84.7K | ﹤0.01% | 1645 |
|
|
2021
Q4 | $190K | Sell |
7,546
-1,564
| -17% | -$39.4K | ﹤0.01% | 958 |
|
|
2021
Q3 | $237K | Sell |
9,110
-506
| -5% | -$13.2K | ﹤0.01% | 841 |
|
|
2021
Q2 | $251K | Buy |
9,616
+1,718
| +22% | +$44.8K | 0.01% | 796 |
|
|
2021
Q1 | $202K | Buy |
7,898
+3,880
| +97% | +$99.2K | ﹤0.01% | 833 |
|
|
2020
Q4 | $103K | Buy |
4,018
+16
| +0.4% | +$410 | ﹤0.01% | 1125 |
|
|
2020
Q3 | $103K | Buy |
+4,002
| New | +$103K | 0.01% | 977 |
|