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

CFS Investment 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
Q4 		$382K Sell
15,310
-410,620
-96% -$10.4M 0.05% 177
2021
Q3 		$10.9M Buy
+425,930
New +$10.9M 1.49% 11

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
Jane Street
Jane Street New York $1.21T AUM 78.12% 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
WWG
West Wealth Group Irvine, California $611M AUM 26.21% 1-Year Est. Return
FCA
FLC Capital Advisors Palm Desert, California $622M AUM 22.85% 1-Year Est. Return
T
TCWP Beachwood, Ohio $40.8M AUM 31.25% 1-Year Est. Return
CC
Copperleaf Capital Raleigh, North Carolina $209M AUM 31.88% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

CFS Investment Advisory Services's SCHJ Position: Q4 2021 in Review

CFS Investment Advisory Services reduced its Schwab 1-5 Year Corporate Bond ETF (SCHJ) stake by 96% in Q4 2021, selling an estimated $10.4M and leaving 15,310 shares worth $382K. The position accounts for 0.05% of the portfolio, ranked #177.

CFS Investment Advisory Services first reported a position in SCHJ in Q3 2021 and has held it in 2 quarters since. The position peaked at $10.9M in Q3 2021. 120 funds tracked by Wall St. Rank hold SCHJ as of Q4 2021.

  • CFS Investment Advisory Services held 15,310 shares of Schwab 1-5 Year Corporate Bond ETF worth $382K as of Q4 2021.
  • CFS Investment Advisory Services sold 410,620 Schwab 1-5 Year Corporate Bond ETF shares in Q4 2021, an estimated $10.4M.
  • Schwab 1-5 Year Corporate Bond ETF made up 0.05% of CFS Investment Advisory Services's portfolio in Q4 2021, its #177 holding.
  • CFS Investment Advisory Services first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q3 2021 and has held it in 2 quarters since.
  • CFS Investment Advisory Services's Schwab 1-5 Year Corporate Bond ETF position peaked at $10.9M in Q3 2021.
  • 120 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q4 2021.

Based on CFS Investment Advisory Services's 13F filing for Q4 2021, filed 14 Feb 2022.