Axxcess 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
2024 Q3	–	Sell	-14,502	Closed	-$350K	–	937
2024 Q2	$350K	Sell	14,502 -2,012	-12%	-$48.6K	0.01%	605
2024 Q1	$399K	Sell	16,514 -1,342	-8%	-$32.4K	0.01%	592
2023 Q4	$432K	Sell	17,856 -4,110	-19%	-$99.4K	0.01%	556
2023 Q3	$516K	Buy	+21,966	New	+$516K	0.02%	462