Capasso Planning Partners’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
2025 Q2	$403K	Sell	16,226 -14,287	-47%	-$354K	0.23%	56
2025 Q1	$752K	Sell	30,513 -9,128	-23%	-$225K	0.31%	56
2024 Q4	$966K	Sell	39,641 -19,537	-33%	-$476K	0.39%	48
2024 Q3	$1.47M	Sell	59,178 -25,572	-30%	-$634K	0.43%	44
2024 Q2	$2.05M	Buy	+84,750	New	+$2.05M	0.66%	38