Next 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
2021
Q4
$229K Buy
9,072
+2,300
+34% +$58.1K 0.02% 843
2021
Q3
$173K Sell
6,772
-3,962
-37% -$101K 0.01% 902
2021
Q2
$275K Buy
10,734
+4,768
+80% +$122K 0.02% 718
2021
Q1
$152K Buy
+5,966
New +$152K 0.01% 869