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 $654B AUM 26.35% 1-Year Est. Return

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

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

Bank of America

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

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

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

HM Payson & Co Portland, Maine $6.93B AUM 28.92% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return

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

Matthew Hamilton Rosenberg $488M AUM 15.24% 1-Year Est. Return