TC
TAP Consulting’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $8.14M | Buy |
334,109
+169,752
| +103% | +$4.14M | 1.67% | 11 |
|
|
2024
Q3 | $8.15M | Buy |
164,357
+8,740
| +6% | +$434K | 1.6% | 11 |
|
|
2024
Q2 | $7.51M | Buy |
155,617
+13,146
| +9% | +$635K | 1.59% | 9 |
|
|
2024
Q1 | $6.89M | Buy |
142,471
+55,635
| +64% | +$2.69M | 1.51% | 10 |
|
|
2023
Q4 | $4.2M | Sell |
86,836
-102,297
| -54% | -$4.95M | 1% | 28 |
|
|
2023
Q3 | $8.88M | Buy |
189,133
+4,126
| +2% | +$194K | 2.29% | 8 |
|
|
2023
Q2 | $8.75M | Sell |
185,007
-2,783
| -1% | -$132K | 2.15% | 8 |
|
|
2023
Q1 | $8.93M | Sell |
187,790
-4,737
| -2% | -$225K | 2.19% | 8 |
|
|
2022
Q4 | $9.03M | Buy |
192,527
+2,143
| +1% | +$100K | 2.37% | 6 |
|
|
2022
Q3 | $8.82M | Sell |
190,384
-1,853
| -1% | -$85.8K | 2.36% | 5 |
|
|
2022
Q2 | $9.13M | Buy |
192,237
+104,840
| +120% | +$4.98M | 2.53% | 7 |
|
|
2022
Q1 | $4.24M | Buy |
87,397
+35,608
| +69% | +$1.73M | 1.11% | 30 |
|
|
2021
Q4 | $2.62M | Buy |
+51,789
| New | +$2.62M | 0.6% | 49 |
|