Cooper Financial Group’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Cooper Financial Group’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 Q1	–	Sell	-19,376	Closed	-$490K	–	271
2021 Q4	$490K	Sell	19,376 -517,730	-96%	-$13.1M	0.19%	116
2021 Q3	$13.7M	Sell	537,106 -201,236	-27%	-$5.15M	2.84%	7
2021 Q2	$18.9M	Buy	738,342 +28,206	+4%	+$721K	3.84%	6
2021 Q1	$18.1M	Buy	+710,136	New	+$18.2M	4.09%	4

Other funds holding SCHJ

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

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

Client 1st Advisory Group Dunedin, Florida $329M AUM 18.7% 1-Year Est. Return

FLC Capital Advisors Palm Desert, California $551M AUM 18.17% 1-Year Est. Return

Copperleaf Capital Raleigh, North Carolina $209M AUM 31.88% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

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

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

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Kaizen Financial Strategies Campbell, California $236M AUM 28.3% 1-Year Est. Return