Curi Wealth Management’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Curi Wealth Management’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 Q1	–	Sell	-8,552	Closed	-$201K	–	185
2022 Q4	$201K	Sell	8,552 -1,286	-13%	-$30K	0.03%	182
2022 Q3	$228K	Buy	+9,838	New	+$234K	0.04%	160

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

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

Jane Street New York $777B AUM 61.18% 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

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

Curi Wealth Management's SCHJ Position: Q1 2023 in Review

Curi Wealth Management sold out of Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q1 2023, closing a stake of 8,552 shares — an estimated $201K sold.

Curi Wealth Management first reported a position in SCHJ in Q3 2022 and held it in 2 quarters. The position peaked at $228K in Q3 2022. 75 funds tracked by Wall St. Rank hold SCHJ as of Q1 2023.

Curi Wealth Management reported no remaining Schwab 1-5 Year Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Curi Wealth Management sold 8,552 Schwab 1-5 Year Corporate Bond ETF shares in Q1 2023, an estimated $201K.
Curi Wealth Management first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q3 2022 and held it in 2 quarters.
Curi Wealth Management's Schwab 1-5 Year Corporate Bond ETF position peaked at $228K in Q3 2022.
75 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q1 2023.

Based on Curi Wealth Management's 13F filing for Q1 2023, filed 3 May 2023.