Kovitz Investment Group Partners’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 |
-15,036
| Closed | -$363K | – | 1088 |
|
|
2024
Q2 | $363K | Buy |
15,036
+106
| +0.7% | +$2.56K | ﹤0.01% | 698 |
|
|
2024
Q1 | $361K | Buy |
14,930
+72
| +0.5% | +$1.74K | ﹤0.01% | 557 |
|
|
2023
Q4 | $359K | Buy |
14,858
+128
| +0.9% | +$3.1K | 0.01% | 349 |
|
|
2023
Q3 | $346K | Buy |
14,730
+86
| +0.6% | +$2.02K | 0.01% | 347 |
|
|
2023
Q2 | $346K | Buy |
+14,644
| New | +$346K | 0.01% | 356 |
|