GSWM
SCHJ icon

Greenup Street Wealth Management’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Greenup Street Wealth 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
2024
Q2 		– Sell
-205,516
Closed -$4.97M – 91
2024
Q1 		$4.97M Buy
205,516
+14,598
+8% +$352K 1.25% 19
2023
Q4 		$4.62M Buy
190,918
+181,818
+1,998% +$4.3M 1.28% 17
2023
Q3 		$214K Buy
+9,100
New +$215K 0.07% 79

Other funds holding SCHJ

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return
WWWM
White Wing Wealth Management The Wodlands, Texas $192M AUM 23.21% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
KC
Kades & Cheifetz Berwyn, Pennsylvania $195M AUM 11.87% 1-Year Est. Return

Greenup Street Wealth Management's SCHJ Position: Q2 2024 in Review

Greenup Street Wealth Management sold out of Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q2 2024, closing a stake of 205,516 shares — an estimated $4.97M sold.

Greenup Street Wealth Management first reported a position in SCHJ in Q3 2023 and held it in 3 quarters. The position peaked at $4.97M in Q1 2024. 89 funds tracked by Wall St. Rank hold SCHJ as of Q2 2024.

  • Greenup Street Wealth Management reported no remaining Schwab 1-5 Year Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Greenup Street Wealth Management sold 205,516 Schwab 1-5 Year Corporate Bond ETF shares in Q2 2024, an estimated $4.97M.
  • Greenup Street Wealth Management first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q3 2023 and held it in 3 quarters.
  • Greenup Street Wealth Management's Schwab 1-5 Year Corporate Bond ETF position peaked at $4.97M in Q1 2024.
  • 89 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q2 2024.

Based on Greenup Street Wealth Management's 13F filing for Q2 2024, filed 22 Jul 2024.