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

Cetera Advisors’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	$5.13M	Buy	212,494 +202,444	+2,014%	+$4.88M	0.04%	451
2023 Q4	$243K	Buy	+10,050	New	+$238K	﹤0.01%	1541
2022 Q4	–	Sell	-11,600	Closed	-$269K	–	1666
2022 Q3	$269K	Hold	11,600	–	–	0.01%	1019
2022 Q2	$275K	Hold	11,600	–	–	0.01%	1081
2022 Q1	$282K	Hold	11,600	–	–	0.01%	1134
2021 Q4	$293K	Hold	11,600	–	–	0.01%	1131
2021 Q3	$296K	Sell	11,600 -38	-0.3%	-$972	0.01%	1110
2021 Q2	$298K	Buy	+11,638	New	+$298K	0.01%	1049

Other funds holding SCHJ

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

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

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

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

MWM

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

GSWM

Greenup Street Wealth Management Ann Arbor, Michigan $710M AUM 19.59% 1-Year Est. Return

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

WWWM

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

Cetera Advisors's SCHJ Position: Q1 2024 in Review

Cetera Advisors increased its Schwab 1-5 Year Corporate Bond ETF (SCHJ) stake by 2,014% in Q1 2024, buying an estimated $4.88M and bringing the position to 212,494 shares worth $5.13M. The position accounts for 0.04% of the portfolio, ranked #451.

Cetera Advisors first reported a position in SCHJ in Q2 2021 and has held it in 8 quarters since. 90 funds tracked by Wall St. Rank hold SCHJ as of Q1 2024.

Cetera Advisors held 212,494 shares of Schwab 1-5 Year Corporate Bond ETF worth $5.13M as of Q1 2024.
Cetera Advisors bought 202,444 Schwab 1-5 Year Corporate Bond ETF shares in Q1 2024, an estimated $4.88M.
Schwab 1-5 Year Corporate Bond ETF made up 0.04% of Cetera Advisors's portfolio in Q1 2024, its #451 holding.
Cetera Advisors first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q2 2021 and has held it in 8 quarters since.
90 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q1 2024.

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