Mayflower Financial Advisors’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $272K | Buy |
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|
2025
Q3 | $256K | Buy |
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|
2025
Q2 | $254K | Buy |
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|
2025
Q1 | $252K | Hold |
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|
2024
Q4 | $249K | Buy |
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|
2024
Q3 | $233K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $210K | Hold |
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|
2022
Q2 | $215K | Hold |
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|
2022
Q1 | $220K | Sell |
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|
2021
Q4 | $362K | Buy |
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|
2021
Q3 | $216K | Buy |
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