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Cascadia Advisory Services’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Cascadia Advisory Services’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
Q3 		$845K Sell
33,092
-15,650
-32% -$401K 0.17% 133
2021
Q2 		$1.25M Buy
48,742
+2,246
+5% +$57.4K 0.27% 105
2021
Q1 		$1.19M Buy
+46,496
New +$1.19M 0.26% 108

Other funds holding SCHJ

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 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 $760M AUM 21.68% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
VFM
Vivid Financial Management Orcutt, California $268M AUM 18.21% 1-Year Est. Return
AIC
Ameritas Investment Company Lincoln, Nebraska $2.17B AUM 26.5% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return

Cascadia Advisory Services's SCHJ Position: Q3 2021 in Review

Cascadia Advisory Services reduced its Schwab 1-5 Year Corporate Bond ETF (SCHJ) stake by 32% in Q3 2021, selling an estimated $401K and leaving 33,092 shares worth $845K. The position accounts for 0.17% of the portfolio, ranked #133.

Cascadia Advisory Services first reported a position in SCHJ in Q1 2021 and has held it in 3 quarters since. The position peaked at $1.25M in Q2 2021. 99 funds tracked by Wall St. Rank hold SCHJ as of Q3 2021.

  • Cascadia Advisory Services held 33,092 shares of Schwab 1-5 Year Corporate Bond ETF worth $845K as of Q3 2021.
  • Cascadia Advisory Services sold 15,650 Schwab 1-5 Year Corporate Bond ETF shares in Q3 2021, an estimated $401K.
  • Schwab 1-5 Year Corporate Bond ETF made up 0.17% of Cascadia Advisory Services's portfolio in Q3 2021, its #133 holding.
  • Cascadia Advisory Services first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q1 2021 and has held it in 3 quarters since.
  • Cascadia Advisory Services's Schwab 1-5 Year Corporate Bond ETF position peaked at $1.25M in Q2 2021.
  • 99 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q3 2021.

Based on Cascadia Advisory Services's 13F filing for Q3 2021, filed 12 Nov 2021.