United Capital Financial Advisors’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 | $703K | Sell |
28,325
-75
| -0.3% | -$1.86K | 0.01% | 683 |
|
|
2025
Q1 | $700K | Sell |
28,400
-3,800
| -12% | -$93.6K | 0.01% | 643 |
|
|
2024
Q4 | $785K | Sell |
32,200
-4,100
| -11% | -$100K | 0.01% | 605 |
|
|
2024
Q3 | $900K | Hold |
36,300
| – | – | 0.01% | 567 |
|
|
2024
Q2 | $876K | Sell |
36,300
-3,800
| -9% | -$91.7K | 0.01% | 558 |
|
|
2024
Q1 | $969K | Sell |
40,100
-2,120
| -5% | -$51.2K | 0.01% | 563 |
|
|
2023
Q4 | $1.02M | Buy |
42,220
+5,360
| +15% | +$130K | 0.01% | 558 |
|
|
2023
Q3 | $866K | Sell |
36,860
-2,700
| -7% | -$63.4K | 0.01% | 543 |
|
|
2023
Q2 | $935K | Buy |
39,560
+22,928
| +138% | +$542K | 0.01% | 564 |
|
|
2023
Q1 | $396K | Buy |
+16,632
| New | +$396K | ﹤0.01% | 765 |
|