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Advisornet Financial’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Advisornet Financial’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
Q4 		– Sell
-1,482
Closed -$36.7K – 2226
2024
Q3 		$36.7K Hold
1,482
– – ﹤0.01% 1009
2024
Q2 		$35.8K Hold
1,482
– – ﹤0.01% 928
2024
Q1 		$35.8K Hold
1,482
– – ﹤0.01% 909
2023
Q4 		$35.8K Buy
1,482
+38
+3% +$899 ﹤0.01% 911
2023
Q3 		$33.9K Sell
1,444
-38
-3% -$896 ﹤0.01% 887
2023
Q2 		$35K Sell
1,482
-246
-14% -$5.84K ﹤0.01% 911
2023
Q1 		$41.1K Sell
1,728
-7,132
-80% -$169K ﹤0.01% 846
2022
Q4 		$208K Sell
8,860
-408
-4% -$9.51K 0.02% 463
2022
Q3 		$215K Sell
9,268
-2,716
-23% -$64.5K 0.02% 491
2022
Q2 		$285K Sell
11,984
-1,614
-12% -$38.6K 0.03% 428
2022
Q1 		$330K Sell
13,598
-69,176
-84% -$1.71M 0.02% 444
2021
Q4 		$2.09M Sell
82,774
-6,162
-7% -$156K 0.13% 151
2021
Q3 		$2.27M Sell
88,936
-31,984
-26% -$819K 0.16% 131
2021
Q2 		$3.09M Buy
120,920
+71,248
+143% +$1.82M 0.21% 114
2021
Q1 		$1.27M Buy
+49,672
New +$1.27M 0.09% 209

Other funds holding SCHJ

CM
Columbus Macro New Castle, Pennsylvania $936M AUM 12.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
MWM
Meridian Wealth Management Lexington, Kentucky $2.85B AUM 31.23% 1-Year Est. Return
WWWM
White Wing Wealth Management The Wodlands, Texas $192M AUM 23.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Advisornet Financial's SCHJ Position: Q4 2024 in Review

Advisornet Financial sold out of Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q4 2024, closing a stake of 1,482 shares — an estimated $36.7K sold.

Advisornet Financial first reported a position in SCHJ in Q1 2021 and held it in 15 quarters. The position peaked at $3.09M in Q2 2021. 109 funds tracked by Wall St. Rank hold SCHJ as of Q4 2024.

  • Advisornet Financial reported no remaining Schwab 1-5 Year Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Advisornet Financial sold 1,482 Schwab 1-5 Year Corporate Bond ETF shares in Q4 2024, an estimated $36.7K.
  • Advisornet Financial first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q1 2021 and held it in 15 quarters.
  • Advisornet Financial's Schwab 1-5 Year Corporate Bond ETF position peaked at $3.09M in Q2 2021.
  • 109 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q4 2024.

Based on Advisornet Financial's 13F filing for Q4 2024, filed 13 Jan 2025.