Kestra Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.13M | Buy |
166,471
+33,366
| +25% | +$828K | 0.02% | 732 |
|
|
2025
Q1 | $3.28M | Buy |
+133,105
| New | +$3.28M | 0.02% | 759 |
|
|
2022
Q4 | – | Sell |
-8,708
| Closed | -$202K | – | 2333 |
|
|
2022
Q3 | $202K | Sell |
8,708
-1,942
| -18% | -$45K | ﹤0.01% | 1874 |
|
|
2022
Q2 | $253K | Sell |
10,650
-4,906
| -32% | -$117K | ﹤0.01% | 1741 |
|
|
2022
Q1 | $378K | Sell |
15,556
-6,396
| -29% | -$155K | ﹤0.01% | 1455 |
|
|
2021
Q4 | $555K | Sell |
21,952
-874
| -4% | -$22.1K | 0.01% | 1271 |
|
|
2021
Q3 | $583K | Sell |
22,826
-2,446
| -10% | -$62.5K | 0.01% | 1304 |
|
|
2021
Q2 | $647K | Buy |
25,272
+16,530
| +189% | +$423K | 0.01% | 1151 |
|
|
2021
Q1 | $223K | Buy |
+8,742
| New | +$223K | ﹤0.01% | 1663 |
|