Stokes Family Office’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
-10,578
Closed -$267K 279
2021
Q4
$267K Sell
10,578
-2,696
-20% -$68.1K 0.03% 206
2021
Q3
$339K Sell
13,274
-320
-2% -$8.17K 0.05% 175
2021
Q2
$348K Buy
+13,594
New +$348K 0.05% 165