Wealth Enhancement Advisory Services’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 | $7.39M | Buy |
299,200
+2,563
| +0.9% | +$63.3K | 0.01% | 734 |
|
|
2025
Q1 | $7.31M | Buy |
296,637
+5,011
| +2% | +$123K | 0.01% | 695 |
|
|
2024
Q4 | $7.11M | Buy |
291,626
+274,454
| +1,598% | +$6.69M | 0.01% | 675 |
|
|
2024
Q3 | $426K | Buy |
17,172
+1,830
| +12% | +$45.4K | ﹤0.01% | 1912 |
|
|
2024
Q2 | $370K | Buy |
15,342
+4,474
| +41% | +$108K | ﹤0.01% | 1832 |
|
|
2024
Q1 | $263K | Sell |
10,868
-380
| -3% | -$9.18K | ﹤0.01% | 2002 |
|
|
2023
Q4 | $272K | Sell |
11,248
-8,878
| -44% | -$215K | ﹤0.01% | 1883 |
|
|
2023
Q3 | $473K | Buy |
+20,126
| New | +$473K | ﹤0.01% | 1454 |
|