Roundview Capital’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $592K | Sell |
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|
2025
Q2 | $590K | Sell |
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|
2025
Q1 | $623K | Buy |
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|
2024
Q4 | $616K | Buy |
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|
2024
Q3 | $624K | Sell |
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|
2024
Q2 | $648K | Hold |
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|
2024
Q1 | $649K | Hold |
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|
2023
Q4 | $650K | Hold |
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|
2023
Q3 | $631K | Hold |
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|
2023
Q2 | $635K | Sell |
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|
2023
Q1 | $675K | Sell |
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|
2022
Q4 | $2.29M | Sell |
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|
2022
Q3 | $2.47M | Buy |
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|
2022
Q2 | $933K | Hold |
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|
2022
Q1 | $954K | Buy |
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