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Centaurus Financial’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Centaurus Financial’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
2025
Q1 		– Sell
-4,188
Closed -$102K – 931
2024
Q4 		$102K Hold
4,188
– – 0.01% 854
2024
Q3 		$104K Hold
4,188
– – 0.01% 810
2024
Q2 		$101K Buy
+4,188
New +$101K 0.01% 788
2024
Q1 		– Sell
-4,188
Closed -$101K – 846
2023
Q4 		$101K Buy
+4,188
New +$99.1K 0.01% 762
2023
Q2 		– Sell
-6,430
Closed -$153K – 892
2023
Q1 		$153K Sell
6,430
-224
-3% -$5.3K 0.01% 741
2022
Q4 		$156K Sell
6,654
-76
-1% -$1.77K 0.01% 667
2022
Q3 		$156K Buy
6,730
+6
+0.1% +$142 0.02% 687
2022
Q2 		$160K Sell
6,724
-4,070
-38% -$97.3K 0.02% 695
2022
Q1 		$262K Sell
10,794
-96,630
-90% -$2.39M 0.02% 586
2021
Q4 		$2.71M Buy
107,424
+2,804
+3% +$71.1K 0.21% 130
2021
Q3 		$2.67M Sell
104,620
-22,630
-18% -$579K 0.22% 111
2021
Q2 		$3.26M Buy
127,250
+61,560
+94% +$1.57M 0.27% 89
2021
Q1 		$1.67M Buy
+65,690
New +$1.68M 0.17% 157

Other funds holding SCHJ

CM
Columbus Macro New Castle, Pennsylvania $936M AUM 12.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MWM
Meridian Wealth Management Lexington, Kentucky $2.85B AUM 31.23% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
WWWM
White Wing Wealth Management The Wodlands, Texas $192M AUM 23.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
SW
SlateStone Wealth Jupiter, Florida $1.21B AUM 21.86% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Centaurus Financial's SCHJ Position: Q1 2025 in Review

Centaurus Financial sold out of Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q1 2025, closing a stake of 4,188 shares — an estimated $102K sold.

Centaurus Financial first reported a position in SCHJ in Q1 2021 and held it in 13 quarters. The position peaked at $3.26M in Q2 2021. 117 funds tracked by Wall St. Rank hold SCHJ as of Q1 2025.

  • Centaurus Financial reported no remaining Schwab 1-5 Year Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Centaurus Financial sold 4,188 Schwab 1-5 Year Corporate Bond ETF shares in Q1 2025, an estimated $102K.
  • Centaurus Financial first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q1 2021 and held it in 13 quarters.
  • Centaurus Financial's Schwab 1-5 Year Corporate Bond ETF position peaked at $3.26M in Q2 2021.
  • 117 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q1 2025.

Based on Centaurus Financial's 13F filing for Q1 2025, filed 15 May 2025.