Schwab Monthly Income Fund - Income Payout SCHJ Holdings History
Schwab Monthly Income Fund - Income Payout's Schwab 1-5 Year Corporate Bond ETF Holding Summary
As of 2025-03-31, Schwab Monthly Income Fund - Income Payout held 187,171.00 shares of Schwab 1-5 Year Corporate Bond ETF(SCHJ), totaling $4.61 Mil. This investment constitutes 16.88% of their stock portfolio, and Schwab Monthly Income Fund - Income Payout now holds 0.89% of the outstanding Schwab 1-5 Year Corporate Bond ETF(SCHJ) stock.
The initial trade took place in 2022Q3. And since then Schwab Monthly Income Fund - Income Payout has made 4 purchases of SCHJ, at an average price of $37.30, for a total of 241,130.00 shares. In addition, there have been 7 sales at an average price of $40.12 for 53,959.00 shares. Based on historical transaction data and SCHJ's current price of $24.74, Schwab Monthly Income Fund - Income Payout's estimated gain on his SCHJ holdings is $-2.20 Mil, reflecting a -24.44% gain to date.
Schwab Monthly Income Fund - Income Payout SCHJ ($24.74) Holding Chart
Schwab Monthly Income Fund - Income Payout SCHJ ($24.74) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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