Baker Tilly 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
2022 Q1	–	Sell	-14,320	Closed	-$362K	–	556
2021 Q4	$362K	Sell	14,320 -22,930	-62%	-$580K	0.04%	406
2021 Q3	$951K	Sell	37,250 -17,578	-32%	-$449K	0.13%	178
2021 Q2	$1.4M	Buy	54,828 +19,170	+54%	+$491K	0.23%	93
2021 Q1	$909K	Buy	+35,658	New	+$909K	0.19%	132