Quaker 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 | $149K | Buy |
+6,000
| New | +$149K | 0.05% | 81 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 683 |
|
|
2023
Q4 | – | Sell |
-8,860
| Closed | -$208K | – | 58 |
|
|
2023
Q3 | $208K | Hold |
8,860
| – | – | 0.1% | 45 |
|
|
2023
Q2 | $209K | Hold |
8,860
| – | – | 0.09% | 46 |
|
|
2023
Q1 | $211K | Hold |
8,860
| – | – | 0.1% | 44 |
|
|
2022
Q4 | $208K | Sell |
8,860
-408
| -4% | -$9.58K | 0.11% | 38 |
|
|
2022
Q3 | $215K | Hold |
9,268
| – | – | 0.11% | 37 |
|
|
2022
Q2 | $220K | Buy |
+9,268
| New | +$220K | 0.11% | 40 |
|