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Gladstone Institutional Advisory’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Gladstone Institutional Advisory’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 		– Sell
-11,646
Closed -$277K – 700
2023
Q1 		$277K Buy
+11,646
New +$275K 0.02% 548

Other funds holding SCHJ

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Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
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
FANJ
Financial Architects (New Jersey) Marlton, New Jersey $663M AUM 15.53% 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

Gladstone Institutional Advisory's SCHJ Position: Q2 2023 in Review

Gladstone Institutional Advisory sold out of Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q2 2023, closing a stake of 11,646 shares — an estimated $277K sold.

Gladstone Institutional Advisory first reported a position in SCHJ in Q1 2023 and held it in 1 quarter. The position peaked at $277K in Q1 2023. 71 funds tracked by Wall St. Rank hold SCHJ as of Q2 2023.

  • Gladstone Institutional Advisory reported no remaining Schwab 1-5 Year Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 11,646 Schwab 1-5 Year Corporate Bond ETF shares in Q2 2023, an estimated $277K.
  • Gladstone Institutional Advisory first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q1 2023 and held it in 1 quarter.
  • Gladstone Institutional Advisory's Schwab 1-5 Year Corporate Bond ETF position peaked at $277K in Q1 2023.
  • 71 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q2 2023.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2023, filed 10 Aug 2023.