LWM
Lodestone Wealth Management’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $344K | Hold |
13,870
| – | – | 0.17% | 121 |
|
|
2025
Q1 | $342K | Hold |
13,870
| – | – | 0.18% | 112 |
|
|
2024
Q4 | $338K | Buy |
13,870
+6,935
| +100% | +$169K | 0.17% | 109 |
|
|
2024
Q3 | $344K | Hold |
6,935
| – | – | 0.17% | 107 |
|
|
2024
Q2 | $335K | Hold |
6,935
| – | – | 0.18% | 115 |
|
|
2024
Q1 | $335K | Hold |
6,935
| – | – | 0.18% | 116 |
|
|
2023
Q4 | $336K | Sell |
6,935
-679
| -9% | -$32.9K | 0.19% | 110 |
|
|
2023
Q3 | $358K | Hold |
7,614
| – | – | 0.25% | 91 |
|
|
2023
Q2 | $360K | Hold |
7,614
| – | – | 0.25% | 96 |
|
|
2023
Q1 | $362K | Hold |
7,614
| – | – | 0.28% | 88 |
|
|
2022
Q4 | $357K | Buy |
+7,614
| New | +$357K | 0.29% | 84 |
|