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Beacon Financial Advisory’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Beacon Financial Advisory’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
-17,556
Closed -$444K – 248
2021
Q4 		$444K Sell
17,556
-1,614
-8% -$40.9K 0.21% 139
2021
Q3 		$489K Sell
19,170
-13,346
-41% -$342K 0.25% 121
2021
Q2 		$832K Buy
+32,516
New +$832K 0.45% 75

Other funds holding SCHJ

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
C1AG
Client 1st Advisory Group Dunedin, Florida $384M AUM 22.43% 1-Year Est. Return
FCA
FLC Capital Advisors Palm Desert, California $622M AUM 22.85% 1-Year Est. Return
CC
Copperleaf Capital Raleigh, North Carolina $209M AUM 31.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FANJ
Financial Architects (New Jersey) Marlton, New Jersey $663M AUM 15.53% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KFS
Kaizen Financial Strategies Campbell, California $236M AUM 28.3% 1-Year Est. Return

Beacon Financial Advisory's SCHJ Position: Q1 2022 in Review

Beacon Financial Advisory sold out of Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q1 2022, closing a stake of 17,556 shares — an estimated $444K sold.

Beacon Financial Advisory first reported a position in SCHJ in Q2 2021 and held it in 3 quarters. The position peaked at $832K in Q2 2021. 91 funds tracked by Wall St. Rank hold SCHJ as of Q1 2022.

  • Beacon Financial Advisory reported no remaining Schwab 1-5 Year Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Beacon Financial Advisory sold 17,556 Schwab 1-5 Year Corporate Bond ETF shares in Q1 2022, an estimated $444K.
  • Beacon Financial Advisory first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q2 2021 and held it in 3 quarters.
  • Beacon Financial Advisory's Schwab 1-5 Year Corporate Bond ETF position peaked at $832K in Q2 2021.
  • 91 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q1 2022.

Based on Beacon Financial Advisory's 13F filing for Q1 2022, filed 27 Apr 2022.