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

Charles Schwab Investment Advisory’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
2023 Q1	–	Sell	-9,906	Closed	-$232K	–	112
2022 Q4	$232K	Sell	9,906 -2,438	-20%	-$56.8K	﹤0.01%	98
2022 Q3	$286K	Sell	12,344 -16,188	-57%	-$384K	﹤0.01%	88
2022 Q2	$677K	Buy	28,532 +9,160	+47%	+$219K	﹤0.01%	66
2022 Q1	$471K	Sell	19,372 -8,650	-31%	-$214K	﹤0.01%	69
2021 Q4	$708K	Buy	28,022 +9,320	+50%	+$236K	﹤0.01%	63
2021 Q3	$477K	Buy	18,702 +690	+4%	+$17.7K	﹤0.01%	69
2021 Q2	$460K	Buy	18,012 +2,820	+19%	+$72.1K	﹤0.01%	70
2021 Q1	$388K	Buy	15,192 +6,614	+77%	+$169K	﹤0.01%	68
2020 Q4	$220K	Buy	+8,578	New	+$221K	﹤0.01%	70
2020 Q1	–	Sell	-190,252	Closed	-$4.76M	–	139
2019 Q4	$4.76M	Buy	+190,252	New	+$4.75M	0.01%	155

Other funds holding SCHJ

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

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BAM

Baldrige Asset Management Allentown, Pennsylvania $244M AUM 5.81% 1-Year Est. Return

FANJ

Financial Architects (New Jersey) Marlton, New Jersey $663M AUM 15.53% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $537M AUM 18.21% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Charles Schwab Investment Advisory's SCHJ Position: Q1 2023 in Review

Charles Schwab Investment Advisory sold out of Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q1 2023, closing a stake of 9,906 shares — an estimated $232K sold.

Charles Schwab Investment Advisory first reported a position in SCHJ in Q4 2019 and held it in 10 quarters. The position peaked at $4.76M in Q4 2019. 75 funds tracked by Wall St. Rank hold SCHJ as of Q1 2023.

Charles Schwab Investment Advisory reported no remaining Schwab 1-5 Year Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Charles Schwab Investment Advisory sold 9,906 Schwab 1-5 Year Corporate Bond ETF shares in Q1 2023, an estimated $232K.
Charles Schwab Investment Advisory first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q4 2019 and held it in 10 quarters.
Charles Schwab Investment Advisory's Schwab 1-5 Year Corporate Bond ETF position peaked at $4.76M in Q4 2019.
75 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q1 2023.

Based on Charles Schwab Investment Advisory's 13F filing for Q1 2023, filed 12 May 2023.