White Wing Wealth Management’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 | $8.04M | Buy |
324,033
+8,070
| +3% | +$200K | 5.45% | 7 |
|
|
2025
Q1 | $7.75M | Buy |
315,963
+11,836
| +4% | +$290K | 6.04% | 7 |
|
|
2024
Q4 | $7.41M | Buy |
304,127
+21,823
| +8% | +$532K | 5.51% | 7 |
|
|
2024
Q3 | $7M | Buy |
282,304
+9,888
| +4% | +$245K | 5.39% | 7 |
|
|
2024
Q2 | $6.58M | Buy |
272,416
+102,314
| +60% | +$2.47M | 5.26% | 6 |
|
|
2024
Q1 | $4.09M | Buy |
+170,102
| New | +$4.09M | 3.39% | 7 |
|