Lederer & Associates Investment Counsel’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 | $606K | Sell |
24,435
-25
| -0.1% | -$620 | 0.4% | 71 |
|
|
2025
Q1 | $603K | Buy |
24,460
+57
| +0.2% | +$1.41K | 0.44% | 68 |
|
|
2024
Q4 | $595K | Sell |
24,403
-509
| -2% | -$12.4K | 0.42% | 70 |
|
|
2024
Q3 | $618K | Buy |
24,912
+480
| +2% | +$11.9K | 0.43% | 68 |
|
|
2024
Q2 | $590K | Sell |
24,432
-994
| -4% | -$24K | 0.43% | 70 |
|
|
2024
Q1 | $614K | Buy |
25,426
+428
| +2% | +$10.3K | 0.43% | 70 |
|
|
2023
Q4 | $605K | Sell |
24,998
-3,422
| -12% | -$82.8K | 0.45% | 70 |
|
|
2023
Q3 | $667K | Sell |
28,420
-8,762
| -24% | -$206K | 0.53% | 64 |
|
|
2023
Q2 | $879K | Sell |
37,182
-5,440
| -13% | -$129K | 0.66% | 54 |
|
|
2023
Q1 | $1.01M | Sell |
42,622
-564
| -1% | -$13.4K | 0.78% | 49 |
|
|
2022
Q4 | $1.01M | Sell |
43,186
-842
| -2% | -$19.8K | 0.83% | 46 |
|
|
2022
Q3 | $1.02M | Sell |
44,028
-5,018
| -10% | -$116K | 0.86% | 47 |
|
|
2022
Q2 | $1.16M | Sell |
49,046
-2,474
| -5% | -$58.7K | 0.9% | 45 |
|
|
2022
Q1 | $1.25M | Sell |
51,520
-3,374
| -6% | -$81.9K | 0.77% | 50 |
|
|
2021
Q4 | $1.39M | Buy |
54,894
+5,038
| +10% | +$127K | 0.8% | 46 |
|
|
2021
Q3 | $1.27M | Sell |
49,856
-220
| -0.4% | -$5.62K | 0.82% | 44 |
|
|
2021
Q2 | $1.28M | Buy |
50,076
+12,248
| +32% | +$313K | 0.85% | 44 |
|
|
2021
Q1 | $964K | Buy |
37,828
+10,186
| +37% | +$260K | 0.68% | 53 |
|
|
2020
Q4 | $710K | Buy |
27,642
+13,484
| +95% | +$346K | 0.54% | 54 |
|
|
2020
Q3 | $364K | Buy |
+14,158
| New | +$364K | 0.3% | 68 |
|