CCG Wealth Management’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

CCG Wealth 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
2021 Q4	–	Sell	-187,636	Closed	-$4.79M	–	116
2021 Q3	$4.79M	Buy	+187,636	New	+$4.8M	2.77%	10

Other funds holding SCHJ

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

55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

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

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

Horst & Graben Wealth Management Portland, Oregon $729M AUM 16.55% 1-Year Est. Return

West Wealth Group Irvine, California $506M AUM 20.16% 1-Year Est. Return

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

TCWP Beachwood, Ohio $40.8M AUM 31.25% 1-Year Est. Return

Copperleaf Capital Raleigh, North Carolina $209M AUM 31.88% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

CCG Wealth Management's SCHJ Position: Q4 2021 in Review

CCG Wealth Management sold out of Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q4 2021, closing a stake of 187,636 shares — an estimated $4.79M sold.

CCG Wealth Management first reported a position in SCHJ in Q3 2021 and held it in 1 quarter. The position peaked at $4.79M in Q3 2021. 120 funds tracked by Wall St. Rank hold SCHJ as of Q4 2021.

CCG Wealth Management reported no remaining Schwab 1-5 Year Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
CCG Wealth Management sold 187,636 Schwab 1-5 Year Corporate Bond ETF shares in Q4 2021, an estimated $4.79M.
CCG Wealth Management first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q3 2021 and held it in 1 quarter.
CCG Wealth Management's Schwab 1-5 Year Corporate Bond ETF position peaked at $4.79M in Q3 2021.
120 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q4 2021.

Based on CCG Wealth Management's 13F filing for Q4 2021, filed 20 Jan 2022.