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Bell Investment Advisors’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Bell Investment Advisors’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 		$3K Hold
110
– – ﹤0.01% 1031
2021
Q3 		$3K Buy
+110
New +$2.81K ﹤0.01% 970

Other funds holding SCHJ

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 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
HGWM
Horst & Graben Wealth Management Portland, Oregon $729M AUM 16.55% 1-Year Est. Return
WWG
West Wealth Group Irvine, California $506M AUM 20.16% 1-Year Est. Return
FCA
FLC Capital Advisors Palm Desert, California $560M AUM 18.17% 1-Year Est. Return
T
TCWP Beachwood, Ohio $40.8M AUM 31.25% 1-Year Est. Return
CC
Copperleaf Capital Raleigh, North Carolina $209M AUM 31.88% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Bell Investment Advisors's SCHJ Position: Q4 2021 in Review

Bell Investment Advisors held its Schwab 1-5 Year Corporate Bond ETF (SCHJ) position steady in Q4 2021 at 110 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1031.

Bell Investment Advisors first reported a position in SCHJ in Q3 2021 and has held it in 2 quarters since. 120 funds tracked by Wall St. Rank hold SCHJ as of Q4 2021.

  • Bell Investment Advisors held 110 shares of Schwab 1-5 Year Corporate Bond ETF worth $3K as of Q4 2021.
  • Bell Investment Advisors left its Schwab 1-5 Year Corporate Bond ETF share count unchanged in Q4 2021.
  • Schwab 1-5 Year Corporate Bond ETF made up ﹤0.01% of Bell Investment Advisors's portfolio in Q4 2021, its #1031 holding.
  • Bell Investment Advisors first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q3 2021 and has held it in 2 quarters since.
  • 120 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q4 2021.

Based on Bell Investment Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.