Guardian Wealth Advisors (North Carolina)’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 Q4	–	Sell	-500	Closed	-$11.7K	–	458
2023 Q3	$11.7K	Hold	500	–	–	﹤0.01%	353
2023 Q2	$11.8K	Sell	500 -1,500	-75%	-$35.6K	﹤0.01%	338
2023 Q1	$47.6K	Hold	2,000	–	–	0.01%	275
2022 Q4	$46.9K	Hold	2,000	–	–	0.01%	256
2022 Q3	$46K	Buy	+2,000	New	+$47.5K	0.01%	236

Other funds holding SCHJ

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return

GSWM

Greenup Street Wealth Management Ann Arbor, Michigan $822M AUM 25.64% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Guardian Wealth Advisors (North Carolina)'s SCHJ Position: Q4 2023 in Review

Guardian Wealth Advisors (North Carolina) sold out of Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q4 2023, closing a stake of 500 shares — an estimated $11.7K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in SCHJ in Q3 2022 and held it in 5 quarters. The position peaked at $47.6K in Q1 2023. 90 funds tracked by Wall St. Rank hold SCHJ as of Q4 2023.

Guardian Wealth Advisors (North Carolina) reported no remaining Schwab 1-5 Year Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 500 Schwab 1-5 Year Corporate Bond ETF shares in Q4 2023, an estimated $11.7K.
Guardian Wealth Advisors (North Carolina) first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q3 2022 and held it in 5 quarters.
Guardian Wealth Advisors (North Carolina)'s Schwab 1-5 Year Corporate Bond ETF position peaked at $47.6K in Q1 2023.
90 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q4 2023.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q4 2023, filed 14 Feb 2024.