FIDELIS iM’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

FIDELIS iM’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 Q2	–	Sell	-10,932	Closed	-$265K	–	23
2022 Q1	$265K	Buy	+10,932	New	+$270K	0.16%	21

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

FLC Capital Advisors Palm Desert, California $560M AUM 18.17% 1-Year Est. Return

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

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

Baldrige Asset Management Allentown, Pennsylvania $244M AUM 5.81% 1-Year Est. Return

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

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

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

FIDELIS iM's SCHJ Position: Q2 2022 in Review

FIDELIS iM sold out of Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q2 2022, closing a stake of 10,932 shares — an estimated $265K sold.

FIDELIS iM first reported a position in SCHJ in Q1 2022 and held it in 1 quarter. The position peaked at $265K in Q1 2022. 85 funds tracked by Wall St. Rank hold SCHJ as of Q2 2022.

FIDELIS iM reported no remaining Schwab 1-5 Year Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
FIDELIS iM sold 10,932 Schwab 1-5 Year Corporate Bond ETF shares in Q2 2022, an estimated $265K.
FIDELIS iM first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q1 2022 and held it in 1 quarter.
FIDELIS iM's Schwab 1-5 Year Corporate Bond ETF position peaked at $265K in Q1 2022.
85 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q2 2022.

Based on FIDELIS iM's 13F filing for Q2 2022, filed 16 Aug 2022.