Arbor Trust Wealth Advisors’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Arbor Trust Wealth 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
2022 Q4	–	Sell	-9,650	Closed	-$223K	–	102
2022 Q3	$223K	Hold	9,650	–	–	0.17%	86
2022 Q2	$229K	Hold	9,650	–	–	0.16%	90
2022 Q1	$234K	Hold	9,650	–	–	0.14%	93
2021 Q4	$244K	Sell	9,650 -950	-9%	-$24.1K	0.14%	91
2021 Q3	$271K	Hold	10,600	–	–	0.17%	83
2021 Q2	$271K	Hold	10,600	–	–	0.17%	82
2021 Q1	$270K	Sell	10,600 -600	-5%	-$15.4K	0.18%	81
2020 Q4	$288K	Hold	11,200	–	–	0.21%	71
2020 Q3	$288K	Sell	11,200 -650	-5%	-$16.7K	0.25%	64
2020 Q2	$305K	Buy	11,850 +400	+3%	+$10.1K	0.28%	67
2020 Q1	$281K	Buy	+11,450	New	+$284K	0.3%	67

Other funds holding SCHJ

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return

RFG

RFP Financial Group Atlanta, Georgia $184M AUM 16.06% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BAM

Baldrige Asset Management Allentown, Pennsylvania $244M AUM 5.81% 1-Year Est. Return

FANJ

Financial Architects (New Jersey) Marlton, New Jersey $663M AUM 15.53% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $537M AUM 18.21% 1-Year Est. Return

C1AG

Client 1st Advisory Group Dunedin, Florida $384M AUM 22.43% 1-Year Est. Return

Arbor Trust Wealth Advisors's SCHJ Position: Q4 2022 in Review

Arbor Trust Wealth Advisors sold out of Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q4 2022, closing a stake of 9,650 shares — an estimated $223K sold.

Arbor Trust Wealth Advisors first reported a position in SCHJ in Q1 2020 and held it in 11 quarters. The position peaked at $305K in Q2 2020. 92 funds tracked by Wall St. Rank hold SCHJ as of Q4 2022.

Arbor Trust Wealth Advisors reported no remaining Schwab 1-5 Year Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Arbor Trust Wealth Advisors sold 9,650 Schwab 1-5 Year Corporate Bond ETF shares in Q4 2022, an estimated $223K.
Arbor Trust Wealth Advisors first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q1 2020 and held it in 11 quarters.
Arbor Trust Wealth Advisors's Schwab 1-5 Year Corporate Bond ETF position peaked at $305K in Q2 2020.
92 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q4 2022.

Based on Arbor Trust Wealth Advisors's 13F filing for Q4 2022, filed 31 Jan 2023.