Patriot Financial Group Insurance Agency’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio SCHJ Stock Details SCHJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell
2022 Q2	$204K	Sell
2022 Q1	$282K	Sell
2021 Q4	$1.66M	Sell
2021 Q3	$2.31M	Sell
2021 Q2	$2.68M	Buy
2021 Q1	$1.86M	Buy