Perigon 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 | $359K | Buy |
14,451
+94
| +0.7% | +$2.33K | 0.01% | 784 |
|
|
2025
Q1 | $354K | Buy |
14,357
+66
| +0.5% | +$1.63K | 0.01% | 748 |
|
|
2024
Q4 | $349K | Buy |
14,291
+2,017
| +16% | +$49.3K | 0.01% | 762 |
|
|
2024
Q3 | $304K | Sell |
12,274
-114
| -0.9% | -$2.83K | 0.01% | 780 |
|
|
2024
Q2 | $299K | Buy |
12,388
+144
| +1% | +$3.48K | 0.01% | 693 |
|
|
2024
Q1 | $296K | Buy |
+12,244
| New | +$296K | 0.01% | 687 |
|