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

Axxcess 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
2024
Q3 		– Sell
-14,502
Closed -$350K – 937
2024
Q2 		$350K Sell
14,502
-2,012
-12% -$48.4K 0.01% 606
2024
Q1 		$399K Sell
16,514
-1,342
-8% -$32.4K 0.01% 594
2023
Q4 		$432K Sell
17,856
-4,110
-19% -$97.3K 0.01% 558
2023
Q3 		$516K Buy
+21,966
New +$518K 0.02% 462

Other funds holding SCHJ

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Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $936M AUM 12.9% 1-Year Est. Return
MWM
Meridian Wealth Management Lexington, Kentucky $2.85B AUM 31.23% 1-Year Est. Return
WWWM
White Wing Wealth Management The Wodlands, Texas $192M AUM 23.21% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
KC
Kades & Cheifetz Berwyn, Pennsylvania $195M AUM 11.87% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Axxcess Wealth Management's SCHJ Position: Q3 2024 in Review

Axxcess Wealth Management sold out of Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q3 2024, closing a stake of 14,502 shares — an estimated $350K sold.

Axxcess Wealth Management first reported a position in SCHJ in Q3 2023 and held it in 4 quarters. The position peaked at $516K in Q3 2023. 102 funds tracked by Wall St. Rank hold SCHJ as of Q3 2024.

  • Axxcess Wealth Management reported no remaining Schwab 1-5 Year Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Axxcess Wealth Management sold 14,502 Schwab 1-5 Year Corporate Bond ETF shares in Q3 2024, an estimated $350K.
  • Axxcess Wealth Management first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q3 2023 and held it in 4 quarters.
  • Axxcess Wealth Management's Schwab 1-5 Year Corporate Bond ETF position peaked at $516K in Q3 2023.
  • 102 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q3 2024.

Based on Axxcess Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.