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

Crescent Sterling’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 Q4	–	Sell	-8,162	Closed	-$202K	–	78
2024 Q3	$202K	Sell	8,162 -4,356	-35%	-$107K	0.19%	76
2024 Q2	$302K	Sell	12,518 -4,718	-27%	-$113K	0.29%	69
2024 Q1	$417K	Buy	17,236 +668	+4%	+$16.1K	0.38%	59
2023 Q4	$401K	Buy	16,568 +288	+2%	+$6.82K	0.4%	55
2023 Q3	$382K	Buy	16,280 +246	+2%	+$5.8K	0.4%	53
2023 Q2	$379K	Buy	16,034 +480	+3%	+$11.4K	0.36%	58
2023 Q1	$370K	Buy	15,554 +2,432	+19%	+$57.5K	0.36%	57
2022 Q4	$308K	Buy	+13,122	New	+$306K	0.33%	56

Other funds holding SCHJ

Columbus Macro New Castle, Pennsylvania $936M AUM 12.9% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MWM

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Crescent Sterling's SCHJ Position: Q4 2024 in Review

Crescent Sterling sold out of Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q4 2024, closing a stake of 8,162 shares — an estimated $202K sold.

Crescent Sterling first reported a position in SCHJ in Q4 2022 and held it in 8 quarters. The position peaked at $417K in Q1 2024. 109 funds tracked by Wall St. Rank hold SCHJ as of Q4 2024.

Crescent Sterling reported no remaining Schwab 1-5 Year Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
Crescent Sterling sold 8,162 Schwab 1-5 Year Corporate Bond ETF shares in Q4 2024, an estimated $202K.
Crescent Sterling first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q4 2022 and held it in 8 quarters.
Crescent Sterling's Schwab 1-5 Year Corporate Bond ETF position peaked at $417K in Q1 2024.
109 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q4 2024.

Based on Crescent Sterling's 13F filing for Q4 2024, filed 13 Jan 2025.