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Avidian Wealth Enterprises’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Avidian Wealth Enterprises’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
-29,972
Closed -$758K – 563
2021
Q4 		$758K Buy
+29,972
New +$759K 0.05% 231

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Avidian Wealth Enterprises's SCHJ Position: Q1 2022 in Review

Avidian Wealth Enterprises sold out of Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q1 2022, closing a stake of 29,972 shares — an estimated $758K sold.

Avidian Wealth Enterprises first reported a position in SCHJ in Q4 2021 and held it in 1 quarter. The position peaked at $758K in Q4 2021. 91 funds tracked by Wall St. Rank hold SCHJ as of Q1 2022.

  • Avidian Wealth Enterprises reported no remaining Schwab 1-5 Year Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 29,972 Schwab 1-5 Year Corporate Bond ETF shares in Q1 2022, an estimated $758K.
  • Avidian Wealth Enterprises first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q4 2021 and held it in 1 quarter.
  • Avidian Wealth Enterprises's Schwab 1-5 Year Corporate Bond ETF position peaked at $758K in Q4 2021.
  • 91 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q1 2022.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2022, filed 10 May 2022.