Austin Private Wealth’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Austin Private Wealth’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 Q1	–	Sell	-158,182	Closed	-$4M	–	177
2021 Q4	$4M	Sell	158,182 -70,130	-31%	-$1.78M	0.8%	21
2021 Q3	$5.83M	Sell	228,312 -53,594	-19%	-$1.37M	1.23%	15
2021 Q2	$7.21M	Buy	281,906 +768	+0.3%	+$19.6K	1.67%	14
2021 Q1	$7.17M	Buy	+281,138	New	+$7.2M	1.89%	13

Other funds holding SCHJ

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

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

C1AG

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

FCA

FLC Capital Advisors Palm Desert, California $622M AUM 22.85% 1-Year Est. Return

Copperleaf Capital Raleigh, North Carolina $209M AUM 31.88% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

FANJ

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KFS

Kaizen Financial Strategies Campbell, California $308M AUM 41.73% 1-Year Est. Return

Austin Private Wealth's SCHJ Position: Q1 2022 in Review

Austin Private Wealth sold out of Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q1 2022, closing a stake of 158,182 shares — an estimated $4M sold.

Austin Private Wealth first reported a position in SCHJ in Q1 2021 and held it in 4 quarters. The position peaked at $7.21M in Q2 2021. 91 funds tracked by Wall St. Rank hold SCHJ as of Q1 2022.

Austin Private Wealth reported no remaining Schwab 1-5 Year Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
Austin Private Wealth sold 158,182 Schwab 1-5 Year Corporate Bond ETF shares in Q1 2022, an estimated $4M.
Austin Private Wealth first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q1 2021 and held it in 4 quarters.
Austin Private Wealth's Schwab 1-5 Year Corporate Bond ETF position peaked at $7.21M in Q2 2021.
91 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q1 2022.

Based on Austin Private Wealth's 13F filing for Q1 2022, filed 6 May 2022.