Visionary Wealth Advisors’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
2025
Q2
Sell
-116,218
Closed -$2.86M 594
2025
Q1
$2.86M Sell
116,218
-61,143
-34% -$1.51M 0.17% 139
2024
Q4
$4.32M Buy
177,361
+145,833
+463% +$3.55M 0.25% 102
2024
Q3
$782K Buy
+31,528
New +$782K 0.05% 285