Steward Partners Investment Advisory’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
2023
Q2
Sell
-1,044
Closed -$24.8K 3380
2023
Q1
$24.8K Buy
1,044
+836
+402% +$19.9K ﹤0.01% 2158
2022
Q4
$4.88K Buy
+208
New +$4.88K ﹤0.01% 2783