Integrated Wealth Concepts’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
Q2 | $3.92M | Buy |
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|
2025
Q1 | $3.88M | Sell |
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|
2024
Q4 | $3.99M | Buy |
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|
2024
Q3 | $3.35M | Buy |
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|
2024
Q2 | $2.92M | Buy |
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|
2024
Q1 | $1.85M | Buy |
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|
2023
Q4 | $1.59M | Sell |
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|
2023
Q3 | $2.1M | Sell |
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|
2023
Q2 | $2.93M | Sell |
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|
2023
Q1 | $6.14M | Buy |
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|
2022
Q4 | $5.95M | Buy |
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|
2022
Q3 | $4.27M | Sell |
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|
2022
Q2 | $4.56M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $345K | Sell |
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|
2021
Q3 | $395K | Sell |
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|
2021
Q2 | $659K | Buy |
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|
2021
Q1 | $471K | Buy |
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