Beacon Financial Advisory’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	-17,556	Closed	-$444K	–	248
2021 Q4	$444K	Sell	17,556 -1,614	-8%	-$40.8K	0.21%	139
2021 Q3	$489K	Sell	19,170 -13,346	-41%	-$340K	0.25%	121
2021 Q2	$832K	Buy	+32,516	New	+$832K	0.45%	75