Mutual 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 | $1.31M | Buy |
52,953
+1,075
| +2% | +$26.6K | 0.03% | 416 |
|
|
2025
Q1 | $1.28M | Sell |
51,878
-6,991
| -12% | -$172K | 0.04% | 386 |
|
|
2024
Q4 | $1.44M | Sell |
58,869
-59,111
| -50% | -$1.44M | 0.04% | 366 |
|
|
2024
Q3 | $1.45M | Buy |
117,980
+57,912
| +96% | +$711K | 0.04% | 359 |
|
|
2024
Q2 | $1.46M | Buy |
60,068
+2,140
| +4% | +$52.2K | 0.04% | 347 |
|
|
2024
Q1 | $1.4M | Buy |
57,928
+31,772
| +121% | +$768K | 0.04% | 365 |
|
|
2023
Q4 | $633K | Sell |
26,156
-80
| -0.3% | -$1.94K | 0.02% | 586 |
|
|
2023
Q3 | $616K | Sell |
26,236
-644
| -2% | -$15.1K | 0.02% | 565 |
|
|
2023
Q2 | $635K | Buy |
+26,880
| New | +$635K | 0.02% | 563 |
|
|
2023
Q1 | – | Sell |
-11,066
| Closed | -$259K | – | 1010 |
|
|
2022
Q4 | $259K | Sell |
11,066
-9,336
| -46% | -$219K | 0.01% | 784 |
|
|
2022
Q3 | $472K | Sell |
20,402
-3,252
| -14% | -$75.2K | 0.02% | 574 |
|
|
2022
Q2 | $562K | Sell |
23,654
-6,290
| -21% | -$149K | 0.04% | 499 |
|
|
2022
Q1 | $727K | Sell |
29,944
-53,448
| -64% | -$1.3M | 0.04% | 468 |
|
|
2021
Q4 | $2.11M | Sell |
83,392
-9,830
| -11% | -$248K | 0.11% | 218 |
|
|
2021
Q3 | $2.38M | Buy |
93,222
+4,786
| +5% | +$122K | 0.14% | 181 |
|
|
2021
Q2 | $2.26M | Buy |
88,436
+59,212
| +203% | +$1.52M | 0.13% | 191 |
|
|
2021
Q1 | $745K | Buy |
+29,224
| New | +$745K | 0.05% | 387 |
|