Roundview Capital’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 | $590K | Sell |
23,790
-1,508
| -6% | -$37.4K | 0.04% | 252 |
|
|
2025
Q1 | $623K | Buy |
25,298
+32
| +0.1% | +$788 | 0.05% | 239 |
|
|
2024
Q4 | $616K | Buy |
25,266
+98
| +0.4% | +$2.39K | 0.04% | 253 |
|
|
2024
Q3 | $624K | Sell |
25,168
-1,690
| -6% | -$41.9K | 0.05% | 254 |
|
|
2024
Q2 | $648K | Hold |
26,858
| – | – | 0.05% | 241 |
|
|
2024
Q1 | $649K | Hold |
26,858
| – | – | 0.05% | 235 |
|
|
2023
Q4 | $650K | Hold |
26,858
| – | – | 0.06% | 226 |
|
|
2023
Q3 | $631K | Hold |
26,858
| – | – | 0.06% | 226 |
|
|
2023
Q2 | $635K | Sell |
26,858
-1,508
| -5% | -$35.6K | 0.06% | 228 |
|
|
2023
Q1 | $675K | Sell |
28,366
-69,136
| -71% | -$1.64M | 0.07% | 225 |
|
|
2022
Q4 | $2.29M | Sell |
97,502
-9,064
| -9% | -$213K | 0.26% | 101 |
|
|
2022
Q3 | $2.47M | Buy |
106,566
+67,260
| +171% | +$1.56M | 0.31% | 87 |
|
|
2022
Q2 | $933K | Hold |
39,306
| – | – | 0.11% | 169 |
|
|
2022
Q1 | $954K | Buy |
+39,306
| New | +$954K | 0.1% | 180 |
|