Valmark Advisers’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 | $1.12M | Sell |
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|
2025
Q2 | $1.12M | Hold |
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2025
Q1 | $1.11M | Hold |
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|
2024
Q4 | $1.1M | Buy |
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|
2024
Q3 | $1.11M | Sell |
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|
2024
Q2 | $1.14M | Sell |
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|
2024
Q1 | $1.19M | Sell |
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|
2023
Q4 | $1.21M | Buy |
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|
2023
Q3 | $1.13M | Hold |
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|
2023
Q2 | $1.14M | Buy |
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|
2023
Q1 | $1.14M | Buy |
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|
2022
Q4 | $1.1M | Buy |
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|
2022
Q3 | $1.01M | Buy |
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|
2022
Q2 | $947K | Buy |
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|
2022
Q1 | $543K | Buy |
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|
2021
Q4 | $395K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $212K | Buy |
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