Gradient Investments’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Gradient Investments’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
2021 Q4	–	Sell	-1,890	Closed	-$48K	–	1313
2021 Q3	$48K	Buy	+1,890	New	+$48.4K	﹤0.01%	482

Other funds holding SCHJ

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

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

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

Horst & Graben Wealth Management Portland, Oregon $729M AUM 16.55% 1-Year Est. Return

West Wealth Group Irvine, California $506M AUM 20.16% 1-Year Est. Return

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

TCWP Beachwood, Ohio $40.8M AUM 31.25% 1-Year Est. Return

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

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Gradient Investments's SCHJ Position: Q4 2021 in Review

Gradient Investments sold out of Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q4 2021, closing a stake of 1,890 shares — an estimated $48K sold.

Gradient Investments first reported a position in SCHJ in Q3 2021 and held it in 1 quarter. The position peaked at $48K in Q3 2021. 120 funds tracked by Wall St. Rank hold SCHJ as of Q4 2021.

Gradient Investments reported no remaining Schwab 1-5 Year Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
Gradient Investments sold 1,890 Schwab 1-5 Year Corporate Bond ETF shares in Q4 2021, an estimated $48K.
Gradient Investments first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q3 2021 and held it in 1 quarter.
Gradient Investments's Schwab 1-5 Year Corporate Bond ETF position peaked at $48K in Q3 2021.
120 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q4 2021.

Based on Gradient Investments's 13F filing for Q4 2021, filed 12 Jan 2022.