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Level Financial Advisors’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Level Financial Advisors’s Portfolio SCHJ Stock Details SCHJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$494K Hold
19,901
– – 0.15% 62
2025
Q1 		$490K Buy
+19,901
New +$490K 0.17% 59