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Phillips Financial Management’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Phillips Financial Management’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 		$17K Hold
687
– – ﹤0.01% 250
2025
Q1 		$16.9K Sell
687
-189
-22% -$4.66K ﹤0.01% 241
2024
Q4 		$21.4K Hold
876
– – ﹤0.01% 230
2024
Q3 		$21.7K Buy
+876
New +$21.7K ﹤0.01% 239