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Avior Wealth Management’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Avior Wealth Management’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
2025
Q1 		– Sell
-1,220
Closed -$29.7K – 2029
2024
Q4 		$29.7K Hold
1,220
– – ﹤0.01% 1317
2024
Q3 		$30.3K Hold
1,220
– – ﹤0.01% 1281
2024
Q2 		$29.5K Buy
+1,220
New +$29.3K ﹤0.01% 1259
2023
Q2 		– Sell
-22
Closed -$523 – 1660
2023
Q1 		$523 Hold
22
– – ﹤0.01% 1517
2022
Q4 		$515 Sell
22
-52
-70% -$1.21K ﹤0.01% 1174
2022
Q3 		$1K Hold
74
– – ﹤0.01% 1106
2022
Q2 		$1K Hold
74
– – ﹤0.01% 1022
2022
Q1 		$1K Sell
74
-364
-83% -$9K ﹤0.01% 1058
2021
Q4 		$11K Sell
438
-156
-26% -$3.95K ﹤0.01% 794
2021
Q3 		$15K Sell
594
-106
-15% -$2.71K ﹤0.01% 716
2021
Q2 		$17K Buy
700
+652
+1,358% +$16.7K ﹤0.01% 668
2021
Q1 		$1K Sell
48
-656
-93% -$16.8K ﹤0.01% 977
2020
Q4 		$18K Buy
+704
New +$18.1K ﹤0.01% 631

Other funds holding SCHJ

CM
Columbus Macro New Castle, Pennsylvania $936M AUM 12.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MWM
Meridian Wealth Management Lexington, Kentucky $2.85B AUM 31.23% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
WWWM
White Wing Wealth Management The Wodlands, Texas $192M AUM 23.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
SW
SlateStone Wealth Jupiter, Florida $1.21B AUM 21.86% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Avior Wealth Management's SCHJ Position: Q1 2025 in Review

Avior Wealth Management sold out of Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q1 2025, closing a stake of 1,220 shares — an estimated $29.7K sold.

Avior Wealth Management first reported a position in SCHJ in Q4 2020 and held it in 13 quarters. The position peaked at $30.3K in Q3 2024. 117 funds tracked by Wall St. Rank hold SCHJ as of Q1 2025.

  • Avior Wealth Management reported no remaining Schwab 1-5 Year Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 1,220 Schwab 1-5 Year Corporate Bond ETF shares in Q1 2025, an estimated $29.7K.
  • Avior Wealth Management first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q4 2020 and held it in 13 quarters.
  • Avior Wealth Management's Schwab 1-5 Year Corporate Bond ETF position peaked at $30.3K in Q3 2024.
  • 117 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.