Charles Schwab
SCHJ icon

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

Charles Schwab’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
Q3 		– Sell
-3,450,358
Closed -$83.3M – 3577
2024
Q2 		$83.3M Buy
3,450,358
+89,294
+3% +$2.15M 0.02% 732
2024
Q1 		$81.2M Sell
3,361,064
-798,478
-19% -$19.3M 0.02% 711
2023
Q4 		$101M Buy
4,159,542
+6,082
+0.1% +$144K 0.03% 559
2023
Q3 		$97.5M Sell
4,153,460
-4,724
-0.1% -$111K 0.03% 511
2023
Q2 		$98.3M Sell
4,158,184
-84
-0% -$1.99K 0.03% 523
2023
Q1 		$98.9M Buy
4,158,268
+744
+0% +$17.6K 0.03% 498
2022
Q4 		$97.5M Buy
4,157,524
+5,844
+0.1% +$136K 0.03% 488
2022
Q3 		$96.1M Buy
4,151,680
+309,416
+8% +$7.34M 0.03% 460
2022
Q2 		$91.2M Buy
3,842,264
+84,560
+2% +$2.02M 0.03% 490
2022
Q1 		$91.2M Buy
3,757,704
+108,108
+3% +$2.67M 0.03% 549
2021
Q4 		$92.2M Buy
3,649,596
+179,924
+5% +$4.56M 0.03% 563
2021
Q3 		$88.6M Buy
3,469,672
+155,674
+5% +$3.98M 0.03% 547
2021
Q2 		$84.8M Buy
3,313,998
+170,162
+5% +$4.35M 0.03% 574
2021
Q1 		$80.1M Buy
3,143,836
+2,196,406
+232% +$56.2M 0.03% 575
2020
Q4 		$24.3M Sell
947,430
-830,582
-47% -$21.4M 0.01% 1255
2020
Q3 		$45.8M Sell
1,778,012
-1,739,520
-49% -$44.8M 0.02% 705
2020
Q2 		$90.4M Buy
3,517,532
+3,007,898
+590% +$75.9M 0.04% 389
2020
Q1 		$12.5M Buy
+509,634
New +$12.7M 0.01% 1315

Other funds holding SCHJ

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $936M AUM 12.9% 1-Year Est. Return
MWM
Meridian Wealth Management Lexington, Kentucky $2.85B AUM 31.23% 1-Year Est. Return
WWWM
White Wing Wealth Management The Wodlands, Texas $192M AUM 23.21% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
KC
Kades & Cheifetz Berwyn, Pennsylvania $195M AUM 11.87% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Charles Schwab's SCHJ Position: Q3 2024 in Review

Charles Schwab sold out of Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q3 2024, closing a stake of 3,450,358 shares — an estimated $83.3M sold.

Charles Schwab first reported a position in SCHJ in Q1 2020 and held it in 18 quarters. The position peaked at $101M in Q4 2023. 102 funds tracked by Wall St. Rank hold SCHJ as of Q3 2024.

  • Charles Schwab reported no remaining Schwab 1-5 Year Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Charles Schwab sold 3,450,358 Schwab 1-5 Year Corporate Bond ETF shares in Q3 2024, an estimated $83.3M.
  • Charles Schwab first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q1 2020 and held it in 18 quarters.
  • Charles Schwab's Schwab 1-5 Year Corporate Bond ETF position peaked at $101M in Q4 2023.
  • 102 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q3 2024.

Based on Charles Schwab's 13F filing for Q3 2024, filed 12 Nov 2024.