White & Co Financial Planning’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	$2.59M	Buy	104,319 +354	+0.3%	+$8.77K	2.07%	14
2025 Q1	$2.56M	Buy	103,965 +2,223	+2%	+$54.8K	2.21%	14
2024 Q4	$2.48M	Buy	+101,742	New	+$2.48M	2.1%	14