Schaper Benz & Wise Investment Counsel’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
2022
Q4
Sell
-20,300
Closed -$470K 139
2022
Q3
$470K Sell
20,300
-37,600
-65% -$871K 0.05% 101
2022
Q2
$1.38M Sell
57,900
-24,780
-30% -$588K 0.14% 88
2022
Q1
$2.01M Sell
82,680
-2,000
-2% -$48.5K 0.17% 89
2021
Q4
$2.14M Buy
+84,680
New +$2.14M 0.17% 86