BAM
SCHJ icon

Baldrige Asset Management’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Baldrige Asset 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
2023
Q1 		$4.86M Buy
204,434
+1,828
+0.9% +$43.2K 1.99% 14
2022
Q4 		$4.75M Sell
202,606
-62,170
-23% -$1.45M 2.11% 15
2022
Q3 		$6.13M Buy
264,776
+55,828
+27% +$1.33M 2.92% 10
2022
Q2 		$4.96M Buy
208,948
+143,334
+218% +$3.43M 2.27% 12
2022
Q1 		$1.59M Buy
+65,614
New +$1.62M 0.65% 38

Other funds holding SCHJ

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FANJ
Financial Architects (New Jersey) Marlton, New Jersey $663M AUM 15.53% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $537M AUM 18.21% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
C1AG
Client 1st Advisory Group Dunedin, Florida $384M AUM 22.43% 1-Year Est. Return

Baldrige Asset Management's SCHJ Position: Q1 2023 in Review

Baldrige Asset Management increased its Schwab 1-5 Year Corporate Bond ETF (SCHJ) stake by 0.9% in Q1 2023, buying an estimated $43.2K and bringing the position to 204,434 shares worth $4.86M. The position accounts for 1.99% of the portfolio, ranked #14.

Baldrige Asset Management first reported a position in SCHJ in Q1 2022 and has held it in 5 quarters since. The position peaked at $6.13M in Q3 2022. 75 funds tracked by Wall St. Rank hold SCHJ as of Q1 2023.

  • Baldrige Asset Management held 204,434 shares of Schwab 1-5 Year Corporate Bond ETF worth $4.86M as of Q1 2023.
  • Baldrige Asset Management bought 1,828 Schwab 1-5 Year Corporate Bond ETF shares in Q1 2023, an estimated $43.2K.
  • Schwab 1-5 Year Corporate Bond ETF made up 1.99% of Baldrige Asset Management's portfolio in Q1 2023, its #14 holding.
  • Baldrige Asset Management first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q1 2022 and has held it in 5 quarters since.
  • Baldrige Asset Management's Schwab 1-5 Year Corporate Bond ETF position peaked at $6.13M in Q3 2022.
  • 75 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.