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

Barrett 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
2021 Q4	–	Sell	-3,000	Closed	-$77K	–	646
2021 Q3	$77K	Buy	+3,000	New	+$76.8K	﹤0.01%	271

Other funds holding SCHJ

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return

West Wealth Group Irvine, California $611M AUM 26.21% 1-Year Est. Return

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

TCWP Beachwood, Ohio $40.8M AUM 31.25% 1-Year Est. Return

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

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Barrett Asset Management's SCHJ Position: Q4 2021 in Review

Barrett Asset Management sold out of Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q4 2021, closing a stake of 3,000 shares — an estimated $77K sold.

Barrett Asset Management first reported a position in SCHJ in Q3 2021 and held it in 1 quarter. The position peaked at $77K in Q3 2021. 120 funds tracked by Wall St. Rank hold SCHJ as of Q4 2021.

Barrett Asset Management reported no remaining Schwab 1-5 Year Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
Barrett Asset Management sold 3,000 Schwab 1-5 Year Corporate Bond ETF shares in Q4 2021, an estimated $77K.
Barrett Asset Management first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q3 2021 and held it in 1 quarter.
Barrett Asset Management's Schwab 1-5 Year Corporate Bond ETF position peaked at $77K in Q3 2021.
120 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q4 2021.

Based on Barrett Asset Management's 13F filing for Q4 2021, filed 14 Feb 2022.