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Glen Eagle Advisors’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Glen Eagle Advisors’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
Q4 		– Sell
-1,642
Closed -$38K – 1172
2022
Q3 		$38K Hold
1,642
– – 0.01% 386
2022
Q2 		$39K Hold
1,642
– – 0.01% 402
2022
Q1 		$39.9K Hold
1,642
– – 0.01% 404
2021
Q4 		$41.5K Buy
+1,642
New +$41.6K 0.01% 397

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TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
RFG
RFP Financial Group Atlanta, Georgia $184M AUM 16.06% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BAM
Baldrige Asset Management Allentown, Pennsylvania $244M AUM 5.81% 1-Year Est. Return
FANJ
Financial Architects (New Jersey) Marlton, New Jersey $663M AUM 15.53% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $537M AUM 18.21% 1-Year Est. Return
C1AG
Client 1st Advisory Group Dunedin, Florida $384M AUM 22.43% 1-Year Est. Return

Glen Eagle Advisors's SCHJ Position: Q4 2022 in Review

Glen Eagle Advisors sold out of Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q4 2022, closing a stake of 1,642 shares — an estimated $38K sold.

Glen Eagle Advisors first reported a position in SCHJ in Q4 2021 and held it in 4 quarters. The position peaked at $41.5K in Q4 2021. 92 funds tracked by Wall St. Rank hold SCHJ as of Q4 2022.

  • Glen Eagle Advisors reported no remaining Schwab 1-5 Year Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Glen Eagle Advisors sold 1,642 Schwab 1-5 Year Corporate Bond ETF shares in Q4 2022, an estimated $38K.
  • Glen Eagle Advisors first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q4 2021 and held it in 4 quarters.
  • Glen Eagle Advisors's Schwab 1-5 Year Corporate Bond ETF position peaked at $41.5K in Q4 2021.
  • 92 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q4 2022.

Based on Glen Eagle Advisors's 13F filing for Q4 2022, filed 13 Aug 2024.