Atria Wealth Solutions’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
2023 Q2	–	Sell	-73,870	Closed	-$1.76M	–	1964
2023 Q1	$1.76M	Sell	73,870 -5,222	-7%	-$124K	0.03%	582
2022 Q4	$1.85M	Sell	79,092 -205,394	-72%	-$4.82M	0.03%	546
2022 Q3	$6.59M	Buy	284,486 +23,958	+9%	+$555K	0.11%	185
2022 Q2	$6.19M	Buy	+260,528	New	+$6.19M	0.12%	182