Atlas Capital Advisors’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Atlas Capital 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
2023 Q1	–	Sell	-1,560	Closed	-$36.6K	–	954
2022 Q4	$36.6K	Sell	1,560 -1,560	-50%	-$36.4K	0.01%	591
2022 Q3	$72.2K	Hold	3,120	–	–	0.01%	490
2022 Q2	$74.1K	Hold	3,120	–	–	0.01%	504
2022 Q1	$75.8K	Hold	3,120	–	–	0.01%	498
2021 Q4	$78.9K	Hold	3,120	–	–	0.01%	480
2021 Q3	$79.6K	Hold	3,120	–	–	0.01%	467
2021 Q2	$79.8K	Buy	+3,120	New	+$79.8K	0.01%	476

Other funds holding SCHJ

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

TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 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

Jane Street New York $777B AUM 61.18% 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

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Atlas Capital Advisors's SCHJ Position: Q1 2023 in Review

Atlas Capital Advisors sold out of Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q1 2023, closing a stake of 1,560 shares — an estimated $36.6K sold.

Atlas Capital Advisors first reported a position in SCHJ in Q2 2021 and held it in 7 quarters. The position peaked at $79.8K in Q2 2021. 75 funds tracked by Wall St. Rank hold SCHJ as of Q1 2023.

Atlas Capital Advisors reported no remaining Schwab 1-5 Year Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Atlas Capital Advisors sold 1,560 Schwab 1-5 Year Corporate Bond ETF shares in Q1 2023, an estimated $36.6K.
Atlas Capital Advisors first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q2 2021 and held it in 7 quarters.
Atlas Capital Advisors's Schwab 1-5 Year Corporate Bond ETF position peaked at $79.8K in Q2 2021.
75 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q1 2023.

Based on Atlas Capital Advisors's 13F filing for Q1 2023, filed 16 May 2023.