Worth Asset Management’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 | – | Sell |
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|
2025
Q2 | $245K | Sell |
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|
2025
Q1 | $271K | Hold |
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|
2024
Q4 | $269K | Hold |
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|
2024
Q3 | $273K | Hold |
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|
2024
Q2 | $266K | Sell |
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|
2024
Q1 | $271K | Sell |
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|
2023
Q4 | $445K | Buy |
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|
2023
Q3 | $385K | Sell |
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|
2023
Q2 | $402K | Buy |
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|
2023
Q1 | $331K | Sell |
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|
2022
Q4 | $349K | Buy |
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