Clearview Wealth Advisors’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Clearview Wealth Advisors’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 Q3	–	Sell	-3,738	Closed	-$88.3K	–	523
2023 Q2	$88.3K	Sell	3,738 -110	-3%	-$2.61K	0.09%	154
2023 Q1	$91.5K	Sell	3,848 -616	-14%	-$14.6K	0.09%	154
2022 Q4	$105K	Sell	4,464 -8,468	-65%	-$197K	0.08%	113
2022 Q3	$299K	Sell	12,932 -4,780	-27%	-$113K	0.24%	66
2022 Q2	$421K	Sell	17,712 -532	-3%	-$12.7K	0.32%	59
2022 Q1	$443K	Sell	18,244 -160,840	-90%	-$3.98M	0.29%	59
2021 Q4	$4.53M	Sell	179,084 -69,678	-28%	-$1.77M	2.76%	9
2021 Q3	$6.35M	Sell	248,762 -91,908	-27%	-$2.35M	4.02%	4
2021 Q2	$8.72M	Buy	340,670 +55,288	+19%	+$1.41M	5.38%	4
2021 Q1	$7.27M	Buy	+285,382	New	+$7.3M	4.72%	4

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

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

MWM

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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

Kades & Cheifetz Berwyn, Pennsylvania $195M AUM 11.87% 1-Year Est. Return

MHR

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

Clearview Wealth Advisors's SCHJ Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q3 2023, closing a stake of 3,738 shares — an estimated $88.3K sold.

Clearview Wealth Advisors first reported a position in SCHJ in Q1 2021 and held it in 10 quarters. The position peaked at $8.72M in Q2 2021. 76 funds tracked by Wall St. Rank hold SCHJ as of Q3 2023.

Clearview Wealth Advisors reported no remaining Schwab 1-5 Year Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 3,738 Schwab 1-5 Year Corporate Bond ETF shares in Q3 2023, an estimated $88.3K.
Clearview Wealth Advisors first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q1 2021 and held it in 10 quarters.
Clearview Wealth Advisors's Schwab 1-5 Year Corporate Bond ETF position peaked at $8.72M in Q2 2021.
76 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.