Merit Financial Group’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 Q2	–	Sell	-8,518	Closed	-$203K	–	756
2023 Q1	$203K	Sell	8,518 -5,750	-40%	-$137K	0.01%	586
2022 Q4	$335K	Buy	+14,268	New	+$335K	0.01%	517