SlateStone Wealth’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 Q2	$5.78M	Buy	232,966 +37,046	+19%	+$919K	0.54%	57
2025 Q1	$4.83M	Buy	195,920 +44,106	+29%	+$1.09M	0.48%	62
2024 Q4	$3.7M	Buy	151,814 +34,578	+29%	+$843K	0.36%	74
2024 Q3	$2.91M	Buy	+117,236	New	+$2.91M	0.26%	85