TCWP’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
Q3
Sell
-9,534
Closed -$226K 291
2022
Q2
$226K Sell
9,534
-11,132
-54% -$264K 0.05% 240
2022
Q1
$501K Sell
20,666
-267,404
-93% -$6.48M 0.09% 146
2021
Q4
$7.28M Buy
+288,070
New +$7.28M 1.44% 16