United Capital Financial Advisors’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

United Capital Financial Advisors’s Portfolio SCHJ Stock Details SCHJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$703K	Sell
2025 Q1	$700K	Sell
2024 Q4	$785K	Sell
2024 Q3	$900K	Hold
2024 Q2	$876K	Sell
2024 Q1	$969K	Sell
2023 Q4	$1.02M	Buy
2023 Q3	$866K	Sell
2023 Q2	$935K	Buy
2023 Q1	$396K	Buy