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

Copperleaf Capital’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 Q4	–	Sell	-88,002	Closed	-$2.04M	–	77
2022 Q3	$2.04M	Sell	88,002 -170,820	-66%	-$4.05M	2.2%	13
2022 Q2	$6.14M	Sell	258,822 -32,610	-11%	-$780K	6.22%	3
2022 Q1	$7.08M	Buy	291,432 +5,300	+2%	+$131K	6.28%	3
2021 Q4	$7.23M	Buy	286,132 +61,770	+28%	+$1.57M	6.25%	3
2021 Q3	$5.73M	Sell	224,362 -42,056	-16%	-$1.08M	5.51%	4
2021 Q2	$6.82M	Buy	266,418 +14,030	+6%	+$359K	6.68%	2
2021 Q1	$6.43M	Buy	+252,388	New	+$6.46M	6.87%	2

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

RFG

RFP Financial Group Atlanta, Georgia $184M AUM 16.06% 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

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

C1AG

Client 1st Advisory Group Dunedin, Florida $384M AUM 22.43% 1-Year Est. Return

Copperleaf Capital's SCHJ Position: Q4 2022 in Review

Copperleaf Capital sold out of Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q4 2022, closing a stake of 88,002 shares — an estimated $2.04M sold.

Copperleaf Capital first reported a position in SCHJ in Q1 2021 and held it in 7 quarters. The position peaked at $7.23M in Q4 2021. 92 funds tracked by Wall St. Rank hold SCHJ as of Q4 2022.

Copperleaf Capital reported no remaining Schwab 1-5 Year Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Copperleaf Capital sold 88,002 Schwab 1-5 Year Corporate Bond ETF shares in Q4 2022, an estimated $2.04M.
Copperleaf Capital first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q1 2021 and held it in 7 quarters.
Copperleaf Capital's Schwab 1-5 Year Corporate Bond ETF position peaked at $7.23M in Q4 2021.
92 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q4 2022.

Based on Copperleaf Capital's 13F filing for Q4 2022, filed 10 Feb 2023.