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Blume Capital Management’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Blume Capital 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
Q1 		– Sell
-200
Closed -$4.69K – 329
2022
Q4 		$4.69K Sell
200
-39,800
-100% -$928K ﹤0.01% 279
2022
Q3 		$926K Buy
+40,000
New +$949K 0.35% 51

Other funds holding SCHJ

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BAM
Baldrige Asset Management Allentown, Pennsylvania $244M AUM 5.81% 1-Year Est. Return
FANJ
Financial Architects (New Jersey) Marlton, New Jersey $663M AUM 15.53% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $537M AUM 18.21% 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

Blume Capital Management's SCHJ Position: Q1 2023 in Review

Blume Capital Management sold out of Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q1 2023, closing a stake of 200 shares — an estimated $4.69K sold.

Blume Capital Management first reported a position in SCHJ in Q3 2022 and held it in 2 quarters. The position peaked at $926K in Q3 2022. 75 funds tracked by Wall St. Rank hold SCHJ as of Q1 2023.

  • Blume Capital Management reported no remaining Schwab 1-5 Year Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Blume Capital Management sold 200 Schwab 1-5 Year Corporate Bond ETF shares in Q1 2023, an estimated $4.69K.
  • Blume Capital Management first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q3 2022 and held it in 2 quarters.
  • Blume Capital Management's Schwab 1-5 Year Corporate Bond ETF position peaked at $926K in Q3 2022.
  • 75 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q1 2023.

Based on Blume Capital Management's 13F filing for Q1 2023, filed 8 May 2023.