Clear Perspectives Financial Planning’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Clear Perspectives Financial Planning’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	-3,916	Closed	-$95K	–	223
2022 Q1	$95K	Sell	3,916 -3,568	-48%	-$88.2K	0.04%	70
2021 Q4	$189K	Sell	7,484 -12,330	-62%	-$312K	0.08%	59
2021 Q3	$506K	Buy	19,814 +1,898	+11%	+$48.6K	0.23%	40
2021 Q2	$458K	Buy	17,916 +2,472	+16%	+$63.2K	0.22%	42
2021 Q1	$394K	Buy	+15,444	New	+$395K	0.23%	40

Other funds holding SCHJ

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

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

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

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

Clear Perspectives Financial Planning's SCHJ Position: Q2 2022 in Review

Clear Perspectives Financial Planning sold out of Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q2 2022, closing a stake of 3,916 shares — an estimated $95K sold.

Clear Perspectives Financial Planning first reported a position in SCHJ in Q1 2021 and held it in 5 quarters. The position peaked at $506K in Q3 2021. 85 funds tracked by Wall St. Rank hold SCHJ as of Q2 2022.

Clear Perspectives Financial Planning reported no remaining Schwab 1-5 Year Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
Clear Perspectives Financial Planning sold 3,916 Schwab 1-5 Year Corporate Bond ETF shares in Q2 2022, an estimated $95K.
Clear Perspectives Financial Planning first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q1 2021 and held it in 5 quarters.
Clear Perspectives Financial Planning's Schwab 1-5 Year Corporate Bond ETF position peaked at $506K in Q3 2021.
85 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q2 2022.

Based on Clear Perspectives Financial Planning's 13F filing for Q2 2022, filed 11 Aug 2022.