Better Money Decisions’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Better Money Decisions’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 Q3	–	Sell	-418	Closed	-$10K	–	364
2022 Q2	$10K	Buy	+418	New	+$9.99K	0.01%	317
2021 Q4	–	Sell	-418	Closed	-$11K	–	472
2021 Q3	$11K	Buy	+418	New	+$10.7K	0.01%	385

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

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Baldrige Asset Management Allentown, Pennsylvania $244M AUM 5.81% 1-Year Est. Return

FLC Capital Advisors Palm Desert, California $560M AUM 18.17% 1-Year Est. Return

Financial Architects (New Jersey) Marlton, New Jersey $663M AUM 15.53% 1-Year Est. Return

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

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

Kaizen Financial Strategies Campbell, California $236M AUM 28.3% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Better Money Decisions's SCHJ Position: Q3 2022 in Review

Better Money Decisions sold out of Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q3 2022, closing a stake of 418 shares — an estimated $10K sold.

Better Money Decisions first reported a position in SCHJ in Q3 2021 and held it in 2 quarters. The position peaked at $11K in Q3 2021. 82 funds tracked by Wall St. Rank hold SCHJ as of Q3 2022.

Better Money Decisions reported no remaining Schwab 1-5 Year Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
Better Money Decisions sold 418 Schwab 1-5 Year Corporate Bond ETF shares in Q3 2022, an estimated $10K.
Better Money Decisions first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q3 2021 and held it in 2 quarters.
Better Money Decisions's Schwab 1-5 Year Corporate Bond ETF position peaked at $11K in Q3 2021.
82 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q3 2022.

Based on Better Money Decisions's 13F filing for Q3 2022, filed 28 Oct 2022.