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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$256K Buy
2025
Q2
$254K Buy
2025
Q1
$252K Hold
2024
Q4
$249K Buy
2024
Q3
$233K Buy
2022
Q4
Sell
2022
Q3
$210K Hold
2022
Q2
$215K Hold
2022
Q1
$220K Sell
2021
Q4
$362K Buy
2021
Q3
$216K Buy