Meridian Wealth Management’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 | $9.24M | Buy |
372,585
+9,404
| +3% | +$233K | 0.39% | 51 |
|
|
2025
Q1 | $8.95M | Buy |
363,181
+47,046
| +15% | +$1.16M | 0.43% | 51 |
|
|
2024
Q4 | $7.71M | Buy |
316,135
+23,543
| +8% | +$574K | 0.36% | 56 |
|
|
2024
Q3 | $7.26M | Buy |
+292,592
| New | +$7.26M | 0.36% | 58 |
|
|
2024
Q1 | – | Sell |
-88,596
| Closed | -$2.14M | – | 453 |
|
|
2023
Q4 | $2.14M | Buy |
+88,596
| New | +$2.14M | 0.14% | 167 |
|