Curi 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
2023 Q1	–	Sell	-8,552	Closed	-$201K	–	184
2022 Q4	$201K	Sell	8,552 -1,286	-13%	-$30.2K	0.03%	181
2022 Q3	$228K	Buy	+9,838	New	+$228K	0.04%	159