Kades & Cheifetz’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
Q4 | $4.54M | Buy |
186,286
+14,088
| +8% | +$343K | 2.32% | 12 |
|
|
2024
Q3 | $4.27M | Buy |
172,198
+5,344
| +3% | +$133K | 2.45% | 12 |
|
|
2024
Q2 | $4.03M | Sell |
166,854
-1,526
| -0.9% | -$36.8K | 2.53% | 12 |
|
|
2024
Q1 | $4.07M | Buy |
168,380
+19,388
| +13% | +$469K | 2.6% | 11 |
|
|
2023
Q4 | $3.6M | Buy |
148,992
+25,894
| +21% | +$626K | 2.55% | 13 |
|
|
2023
Q3 | $2.89M | Buy |
123,098
+21,694
| +21% | +$509K | 2.29% | 14 |
|
|
2023
Q2 | $2.4M | Buy |
101,404
+1,112
| +1% | +$26.3K | 1.84% | 15 |
|
|
2023
Q1 | $2.39M | Buy |
100,292
+27,178
| +37% | +$646K | 1.88% | 15 |
|
|
2022
Q4 | $1.71M | Buy |
+73,114
| New | +$1.71M | 1.43% | 20 |
|