Strategic Blueprint’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-26,294
| Closed | -$616K | – | 543 |
|
|
2022
Q4 | $616K | Sell |
26,294
-5,288
| -17% | -$124K | 0.07% | 257 |
|
|
2022
Q3 | $731K | Sell |
31,582
-6,560
| -17% | -$152K | 0.09% | 220 |
|
|
2022
Q2 | $906K | Sell |
38,142
-6,884
| -15% | -$164K | 0.11% | 191 |
|
|
2022
Q1 | $1.09M | Sell |
45,026
-35,964
| -44% | -$873K | 0.13% | 167 |
|
|
2021
Q4 | $2.05M | Sell |
80,990
-17,774
| -18% | -$449K | 0.26% | 86 |
|
|
2021
Q3 | $2.52M | Buy |
98,764
+22,874
| +30% | +$584K | 0.39% | 61 |
|
|
2021
Q2 | $1.94M | Buy |
75,890
+52,288
| +222% | +$1.34M | 0.3% | 73 |
|
|
2021
Q1 | $602K | Buy |
+23,602
| New | +$602K | 0.13% | 146 |
|