Cetera Advisor Networks’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Cetera Advisor Networks’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 Q1	$629K	Buy	26,042 +5,500	+27%	+$133K	﹤0.01%	1777
2023 Q4	$497K	Buy	+20,542	New	+$486K	﹤0.01%	1884
2023 Q3	–	Sell	-9,680	Closed	-$229K	–	2788
2023 Q2	$229K	Sell	9,680 -916	-9%	-$21.7K	﹤0.01%	2263
2023 Q1	$252K	Sell	10,596 -1,606	-13%	-$38K	﹤0.01%	2162
2022 Q4	$286K	Buy	+12,202	New	+$284K	﹤0.01%	2026

Other funds holding SCHJ

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return

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

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

GSWM

Greenup Street Wealth Management Ann Arbor, Michigan $822M AUM 25.64% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Cetera Advisor Networks's SCHJ Position: Q1 2024 in Review

Cetera Advisor Networks increased its Schwab 1-5 Year Corporate Bond ETF (SCHJ) stake by 27% in Q1 2024, buying an estimated $133K and bringing the position to 26,042 shares worth $629K. The position accounts for ﹤0.01% of the portfolio, ranked #1777.

Cetera Advisor Networks first reported a position in SCHJ in Q4 2022 and has held it in 5 quarters since. 90 funds tracked by Wall St. Rank hold SCHJ as of Q1 2024.

Cetera Advisor Networks held 26,042 shares of Schwab 1-5 Year Corporate Bond ETF worth $629K as of Q1 2024.
Cetera Advisor Networks bought 5,500 Schwab 1-5 Year Corporate Bond ETF shares in Q1 2024, an estimated $133K.
Schwab 1-5 Year Corporate Bond ETF made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1777 holding.
Cetera Advisor Networks first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q4 2022 and has held it in 5 quarters since.
90 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.