Spectrum Planning & Advisory 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
2022 Q1	–	Sell	-123,818	Closed	-$3.13M	–	51
2021 Q4	$3.13M	Sell	123,818 -55,600	-31%	-$1.41M	2.84%	12
2021 Q3	$4.58M	Sell	179,418 -57,174	-24%	-$1.46M	4.49%	9
2021 Q2	$6.05M	Buy	236,592 +19,376	+9%	+$496K	5.82%	7
2021 Q1	$5.54M	Buy	+217,216	New	+$5.54M	5.69%	7