Annis Gardner Whiting Capital Advisors’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
2024
Q3
Sell
-24,010
Closed -$580K 912
2024
Q2
$580K Buy
+24,010
New +$580K 0.16% 112