Financial Architects (New Jersey)’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Financial Architects (New Jersey)’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 Q2	$4.37M	Buy	184,842 +12	+0%	+$285	0.66%	31
2023 Q1	$4.4M	Buy	184,830 +15,540	+9%	+$367K	0.71%	32
2022 Q4	$3.97M	Sell	169,290 -23,676	-12%	-$552K	0.66%	32
2022 Q3	$4.47M	Buy	+192,966	New	+$4.58M	0.78%	28
2022 Q2	–	Sell	-196,888	Closed	-$4.78M	–	232
2022 Q1	$4.78M	Sell	196,888 -1,328	-0.7%	-$32.8K	0.69%	32
2021 Q4	$5.01M	Sell	198,216 -6,518	-3%	-$165K	0.68%	32
2021 Q3	$5.23M	Buy	204,734 +2,536	+1%	+$64.9K	0.76%	31
2021 Q2	$5.17M	Buy	202,198 +30,228	+18%	+$773K	0.75%	33
2021 Q1	$4.38M	Buy	171,970 +25,548	+17%	+$654K	0.69%	34
2020 Q4	$3.76M	Buy	146,422 +37,578	+35%	+$968K	0.7%	34
2020 Q3	$2.8M	Buy	108,844 +22,388	+26%	+$577K	0.62%	36
2020 Q2	$2.22M	Buy	86,456 +66,182	+326%	+$1.67M	0.51%	45
2020 Q1	$497K	Buy	20,274 +14,874	+275%	+$369K	0.14%	127
2019 Q4	$135K	Buy	+5,400	New	+$135K	0.03%	290

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

MWM

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 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

IWC

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

MHR

Matthew Hamilton Rosenberg $537M AUM 18.21% 1-Year Est. Return

Kades & Cheifetz Berwyn, Pennsylvania $195M AUM 11.87% 1-Year Est. Return

Financial Architects (New Jersey)'s SCHJ Position: Q2 2023 in Review

Financial Architects (New Jersey) increased its Schwab 1-5 Year Corporate Bond ETF (SCHJ) stake by 0.01% in Q2 2023, buying an estimated $285 and bringing the position to 184,842 shares worth $4.37M. The position accounts for 0.66% of the portfolio, ranked #31.

Financial Architects (New Jersey) first reported a position in SCHJ in Q4 2019 and has held it in 14 quarters since. The position peaked at $5.23M in Q3 2021. 71 funds tracked by Wall St. Rank hold SCHJ as of Q2 2023.

Financial Architects (New Jersey) held 184,842 shares of Schwab 1-5 Year Corporate Bond ETF worth $4.37M as of Q2 2023.
Financial Architects (New Jersey) bought 12 Schwab 1-5 Year Corporate Bond ETF shares in Q2 2023, an estimated $285.
Schwab 1-5 Year Corporate Bond ETF made up 0.66% of Financial Architects (New Jersey)'s portfolio in Q2 2023, its #31 holding.
Financial Architects (New Jersey) first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q4 2019 and has held it in 14 quarters since.
Financial Architects (New Jersey)'s Schwab 1-5 Year Corporate Bond ETF position peaked at $5.23M in Q3 2021.
71 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q2 2023.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2023, filed 10 Aug 2023.