Atria Wealth Solutions’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Atria Wealth Solutions’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 Q2	–	Sell	-73,870	Closed	-$1.76M	–	1977
2023 Q1	$1.76M	Sell	73,870 -5,222	-7%	-$123K	0.03%	583
2022 Q4	$1.85M	Sell	79,092 -205,394	-72%	-$4.79M	0.03%	547
2022 Q3	$6.59M	Buy	284,486 +23,958	+9%	+$569K	0.11%	185
2022 Q2	$6.19M	Buy	+260,528	New	+$6.23M	0.12%	195

Other funds holding SCHJ

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

FANJ

Financial Architects (New Jersey) Marlton, New Jersey $663M AUM 15.53% 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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

MHR

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

Atria Wealth Solutions's SCHJ Position: Q2 2023 in Review

Atria Wealth Solutions sold out of Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q2 2023, closing a stake of 73,870 shares — an estimated $1.76M sold.

Atria Wealth Solutions first reported a position in SCHJ in Q2 2022 and held it in 4 quarters. The position peaked at $6.59M in Q3 2022. 71 funds tracked by Wall St. Rank hold SCHJ as of Q2 2023.

Atria Wealth Solutions reported no remaining Schwab 1-5 Year Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
Atria Wealth Solutions sold 73,870 Schwab 1-5 Year Corporate Bond ETF shares in Q2 2023, an estimated $1.76M.
Atria Wealth Solutions first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q2 2022 and held it in 4 quarters.
Atria Wealth Solutions's Schwab 1-5 Year Corporate Bond ETF position peaked at $6.59M in Q3 2022.
71 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q2 2023.

Based on Atria Wealth Solutions's 13F filing for Q2 2023, filed 3 Aug 2023.