FAIM
SCHJ icon

Financial Advocates Investment Management’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Financial Advocates Investment 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
2022
Q2 		– Sell
-21,398
Closed -$520K – 776
2022
Q1 		$520K Sell
21,398
-1,400
-6% -$34.6K 0.03% 429
2021
Q4 		$576K Buy
+22,798
New +$578K 0.04% 451

Other funds holding SCHJ

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
FCA
FLC Capital Advisors Palm Desert, California $622M AUM 22.85% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
CC
Copperleaf Capital Raleigh, North Carolina $209M AUM 31.88% 1-Year Est. Return
BAM
Baldrige Asset Management Allentown, Pennsylvania $244M AUM 5.81% 1-Year Est. Return
C1AG
Client 1st Advisory Group Dunedin, Florida $384M AUM 22.43% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
KFS
Kaizen Financial Strategies Campbell, California $308M AUM 41.73% 1-Year Est. Return

Financial Advocates Investment Management's SCHJ Position: Q2 2022 in Review

Financial Advocates Investment Management sold out of Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q2 2022, closing a stake of 21,398 shares — an estimated $520K sold.

Financial Advocates Investment Management first reported a position in SCHJ in Q4 2021 and held it in 2 quarters. The position peaked at $576K in Q4 2021. 85 funds tracked by Wall St. Rank hold SCHJ as of Q2 2022.

  • Financial Advocates Investment Management reported no remaining Schwab 1-5 Year Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Financial Advocates Investment Management sold 21,398 Schwab 1-5 Year Corporate Bond ETF shares in Q2 2022, an estimated $520K.
  • Financial Advocates Investment Management first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q4 2021 and held it in 2 quarters.
  • Financial Advocates Investment Management's Schwab 1-5 Year Corporate Bond ETF position peaked at $576K in Q4 2021.
  • 85 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q2 2022.

Based on Financial Advocates Investment Management's 13F filing for Q2 2022, filed 12 Aug 2022.