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Family Asset Management’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Family Asset 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
2024
Q2 		– Sell
-346
Closed -$8.36K – 217
2024
Q1 		$8.36K Buy
346
+280
+424% +$6.76K 0.01% 161
2023
Q4 		$1.6K Sell
66
-1,168
-95% -$27.6K ﹤0.01% 177
2023
Q3 		$29K Buy
+1,234
New +$29.1K 0.02% 141

Other funds holding SCHJ

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $936M AUM 12.9% 1-Year Est. Return
WWWM
White Wing Wealth Management The Wodlands, Texas $192M AUM 23.21% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
KC
Kades & Cheifetz Berwyn, Pennsylvania $195M AUM 11.87% 1-Year Est. Return

Family Asset Management's SCHJ Position: Q2 2024 in Review

Family Asset Management sold out of Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q2 2024, closing a stake of 346 shares — an estimated $8.36K sold.

Family Asset Management first reported a position in SCHJ in Q3 2023 and held it in 3 quarters. The position peaked at $29K in Q3 2023. 89 funds tracked by Wall St. Rank hold SCHJ as of Q2 2024.

  • Family Asset Management reported no remaining Schwab 1-5 Year Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Family Asset Management sold 346 Schwab 1-5 Year Corporate Bond ETF shares in Q2 2024, an estimated $8.36K.
  • Family Asset Management first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q3 2023 and held it in 3 quarters.
  • Family Asset Management's Schwab 1-5 Year Corporate Bond ETF position peaked at $29K in Q3 2023.
  • 89 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q2 2024.

Based on Family Asset Management's 13F filing for Q2 2024, filed 1 Aug 2024.