Mayflower Financial Advisors’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 | $254K | Buy |
10,256
+44
| +0.4% | +$1.09K | 0.04% | 345 |
|
|
2025
Q1 | $252K | Hold |
10,212
| – | – | 0.04% | 335 |
|
|
2024
Q4 | $249K | Buy |
10,212
+834
| +9% | +$20.3K | 0.04% | 330 |
|
|
2024
Q3 | $233K | Buy |
+9,378
| New | +$233K | 0.04% | 334 |
|
|
2022
Q4 | – | Sell |
-9,050
| Closed | -$210K | – | 360 |
|
|
2022
Q3 | $210K | Hold |
9,050
| – | – | 0.03% | 299 |
|
|
2022
Q2 | $215K | Hold |
9,050
| – | – | 0.03% | 297 |
|
|
2022
Q1 | $220K | Sell |
9,050
-5,284
| -37% | -$128K | 0.03% | 319 |
|
|
2021
Q4 | $362K | Buy |
14,334
+5,820
| +68% | +$147K | 0.05% | 238 |
|
|
2021
Q3 | $216K | Buy |
+8,514
| New | +$216K | 0.03% | 309 |
|