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

Belpointe 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 Q2	–	Sell	-7,858	Closed	-$187K	–	2851
2023 Q1	$187K	Sell	7,858 -896	-10%	-$21.2K	0.01%	975
2022 Q4	$205K	Buy	8,754 +600	+7%	+$14K	0.01%	888
2022 Q3	$189K	Sell	8,154 -272	-3%	-$6.46K	0.01%	866
2022 Q2	$200K	Sell	8,426 -102	-1%	-$2.44K	0.01%	825
2022 Q1	$207K	Sell	8,528 -31,424	-79%	-$777K	0.01%	892
2021 Q4	$1.01M	Sell	39,952 -14,962	-27%	-$379K	0.06%	317
2021 Q3	$1.4M	Sell	54,914 -23,798	-30%	-$609K	0.1%	228
2021 Q2	$2.01M	Buy	78,712 +46,640	+145%	+$1.19M	0.14%	155
2021 Q1	$818K	Buy	+32,072	New	+$821K	0.07%	293

Other funds holding SCHJ

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

TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

FANJ

Financial Architects (New Jersey) Marlton, New Jersey $663M AUM 15.53% 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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $537M AUM 18.21% 1-Year Est. Return

Belpointe Asset Management's SCHJ Position: Q2 2023 in Review

Belpointe Asset Management sold out of Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q2 2023, closing a stake of 7,858 shares — an estimated $187K sold.

Belpointe Asset Management first reported a position in SCHJ in Q1 2021 and held it in 9 quarters. The position peaked at $2.01M in Q2 2021. 71 funds tracked by Wall St. Rank hold SCHJ as of Q2 2023.

Belpointe Asset Management reported no remaining Schwab 1-5 Year Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 7,858 Schwab 1-5 Year Corporate Bond ETF shares in Q2 2023, an estimated $187K.
Belpointe Asset Management first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q1 2021 and held it in 9 quarters.
Belpointe Asset Management's Schwab 1-5 Year Corporate Bond ETF position peaked at $2.01M in Q2 2021.
71 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.