Kingsview Wealth Management’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 | $488K | Buy |
19,682
+1,954
| +11% | +$48.5K | 0.01% | 777 |
|
|
2025
Q1 | $437K | Buy |
17,728
+1,860
| +12% | +$45.8K | 0.01% | 772 |
|
|
2024
Q4 | $387K | Sell |
15,868
-400
| -2% | -$9.75K | 0.01% | 816 |
|
|
2024
Q3 | $404K | Sell |
16,268
-3,568
| -18% | -$88.5K | 0.01% | 782 |
|
|
2024
Q2 | $479K | Sell |
19,836
-2,418
| -11% | -$58.4K | 0.01% | 695 |
|
|
2024
Q1 | $538K | Sell |
22,254
-352
| -2% | -$8.51K | 0.01% | 648 |
|
|
2023
Q4 | $547K | Sell |
22,606
-1,152
| -5% | -$27.9K | 0.02% | 613 |
|
|
2023
Q3 | $558K | Sell |
23,758
-1,914
| -7% | -$44.9K | 0.02% | 591 |
|
|
2023
Q2 | $607K | Sell |
25,672
-13,008
| -34% | -$307K | 0.02% | 546 |
|
|
2023
Q1 | $920K | Sell |
38,680
-7,176
| -16% | -$171K | 0.04% | 430 |
|
|
2022
Q4 | $1.08M | Sell |
45,856
-4,066
| -8% | -$95.3K | 0.05% | 331 |
|
|
2022
Q3 | $1.16M | Buy |
49,922
+42
| +0.1% | +$973 | 0.05% | 302 |
|
|
2022
Q2 | $1.18M | Buy |
49,880
+714
| +1% | +$16.9K | 0.06% | 323 |
|
|
2022
Q1 | $1.19M | Buy |
49,166
+216
| +0.4% | +$5.24K | 0.05% | 340 |
|
|
2021
Q4 | $1.24M | Buy |
48,950
+15,206
| +45% | +$384K | 0.05% | 329 |
|
|
2021
Q3 | $861K | Buy |
33,744
+3,422
| +11% | +$87.3K | 0.04% | 410 |
|
|
2021
Q2 | $775K | Buy |
30,322
+4,360
| +17% | +$111K | 0.04% | 437 |
|
|
2021
Q1 | $661K | Buy |
25,962
+1,332
| +5% | +$33.9K | 0.04% | 451 |
|
|
2020
Q4 | $633K | Buy |
24,630
+5,590
| +29% | +$144K | 0.05% | 391 |
|
|
2020
Q3 | $490K | Buy |
19,040
+3,064
| +19% | +$78.9K | 0.04% | 366 |
|
|
2020
Q2 | $411K | Buy |
15,976
+126
| +0.8% | +$3.24K | 0.04% | 373 |
|
|
2020
Q1 | $389K | Buy |
+15,850
| New | +$389K | 0.05% | 303 |
|