Brown, Lisle/Cummings’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Brown, Lisle/Cummings’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
2024 Q3	–	Sell	-162	Closed	-$3.91K	–	635
2024 Q2	$3.91K	Hold	162	–	–	﹤0.01%	526
2024 Q1	$3.92K	Hold	162	–	–	﹤0.01%	494
2023 Q4	$3.92K	Hold	162	–	–	﹤0.01%	504
2023 Q3	$3.8K	Hold	162	–	–	﹤0.01%	478
2023 Q2	$3.83K	Hold	162	–	–	﹤0.01%	487
2023 Q1	$3.85K	Hold	162	–	–	﹤0.01%	465
2022 Q4	$3.8K	Hold	162	–	–	﹤0.01%	452
2022 Q3	$3.75K	Buy	+162	New	+$3.85K	﹤0.01%	444

Other funds holding SCHJ

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

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

Columbus Macro New Castle, Pennsylvania $936M AUM 12.9% 1-Year Est. Return

MWM

Meridian Wealth Management Lexington, Kentucky $2.85B AUM 31.23% 1-Year Est. Return

WWWM

White Wing Wealth Management The Wodlands, Texas $192M AUM 23.21% 1-Year Est. Return

MWM

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

Kades & Cheifetz Berwyn, Pennsylvania $195M AUM 11.87% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Brown, Lisle/Cummings's SCHJ Position: Q3 2024 in Review

Brown, Lisle/Cummings sold out of Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q3 2024, closing a stake of 162 shares — an estimated $3.91K sold.

Brown, Lisle/Cummings first reported a position in SCHJ in Q3 2022 and held it in 8 quarters. The position peaked at $3.92K in Q4 2023. 102 funds tracked by Wall St. Rank hold SCHJ as of Q3 2024.

Brown, Lisle/Cummings reported no remaining Schwab 1-5 Year Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
Brown, Lisle/Cummings sold 162 Schwab 1-5 Year Corporate Bond ETF shares in Q3 2024, an estimated $3.91K.
Brown, Lisle/Cummings first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q3 2022 and held it in 8 quarters.
Brown, Lisle/Cummings's Schwab 1-5 Year Corporate Bond ETF position peaked at $3.92K in Q4 2023.
102 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q3 2024.

Based on Brown, Lisle/Cummings's 13F filing for Q3 2024, filed 18 Oct 2024.