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Able Wealth Management’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Able Wealth Management’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
2024
Q1 		– Sell
-410
Closed -$9.91K – 478
2023
Q4 		$9.91K Buy
+410
New +$9.7K 0.01% 280

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Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
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HighTower Advisors
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Able Wealth Management's SCHJ Position: Q1 2024 in Review

Able Wealth Management sold out of Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q1 2024, closing a stake of 410 shares — an estimated $9.91K sold.

Able Wealth Management first reported a position in SCHJ in Q4 2023 and held it in 1 quarter. The position peaked at $9.91K in Q4 2023. 90 funds tracked by Wall St. Rank hold SCHJ as of Q1 2024.

  • Able Wealth Management reported no remaining Schwab 1-5 Year Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Able Wealth Management sold 410 Schwab 1-5 Year Corporate Bond ETF shares in Q1 2024, an estimated $9.91K.
  • Able Wealth Management first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q4 2023 and held it in 1 quarter.
  • Able Wealth Management's Schwab 1-5 Year Corporate Bond ETF position peaked at $9.91K in Q4 2023.
  • 90 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q1 2024.

Based on Able Wealth Management's 13F filing for Q1 2024, filed 1 Nov 2024.