Private Client Services’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
2025
Q1
Sell
-8,641
Closed -$211K 206
2024
Q4
$211K Buy
8,641
+305
+4% +$7.43K 0.11% 176
2024
Q3
$207K Buy
+8,336
New +$207K 0.11% 165