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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
2022
Q2 		– Sell
-334,384
Closed -$3K – 477
2022
Q1 		$3K Buy
334,384
+319,074
+2,084% +$7.89M 0.01% 256
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 $654B AUM 26.35% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
FCA
FLC Capital Advisors Palm Desert, California $560M AUM 18.17% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
CC
Copperleaf Capital Raleigh, North Carolina $209M AUM 31.88% 1-Year Est. Return
BAM
Baldrige Asset Management Allentown, Pennsylvania $244M AUM 5.81% 1-Year Est. Return
C1AG
Client 1st Advisory Group Dunedin, Florida $384M AUM 22.43% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
KFS
Kaizen Financial Strategies Campbell, California $236M AUM 28.3% 1-Year Est. Return

CFS Investment Advisory Services's SCHJ Position: Q2 2022 in Review

CFS Investment Advisory Services sold out of Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q2 2022, closing a stake of 334,384 shares — an estimated $3K sold.

CFS Investment Advisory Services first reported a position in SCHJ in Q3 2021 and held it in 3 quarters. The position peaked at $10.9M in Q3 2021. 85 funds tracked by Wall St. Rank hold SCHJ as of Q2 2022.

  • CFS Investment Advisory Services reported no remaining Schwab 1-5 Year Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • CFS Investment Advisory Services sold 334,384 Schwab 1-5 Year Corporate Bond ETF shares in Q2 2022, an estimated $3K.
  • CFS Investment Advisory Services first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q3 2021 and held it in 3 quarters.
  • CFS Investment Advisory Services's Schwab 1-5 Year Corporate Bond ETF position peaked at $10.9M in Q3 2021.
  • 85 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q2 2022.

Based on CFS Investment Advisory Services's 13F filing for Q2 2022, filed 16 Aug 2022.