Heritage Financial Services’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	$206K	Hold	8,290	–	–	0.02%	117
2025 Q1	$204K	Hold	8,290	–	–	0.02%	115
2024 Q4	$202K	Buy	+8,290	New	+$202K	0.03%	115