Heritage Wealth Management (Arizona)’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Heritage Wealth Management (Arizona)’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	$588K	Buy	25,092 +12,412	+98%	+$289K	0.08%	172
2022 Q3	$294K	Sell	12,680 -840	-6%	-$19.9K	0.09%	156
2022 Q2	$321K	Sell	13,520 -3,030	-18%	-$72.4K	0.11%	144
2022 Q1	$402K	Buy	+16,550	New	+$409K	0.11%	148
2021 Q3	$458K	Buy	17,940 +946	+6%	+$24.2K	0.16%	100
2021 Q2	$435K	Buy	16,994 +7,784	+85%	+$199K	0.16%	103
2021 Q1	$235K	Buy	+9,210	New	+$236K	0.13%	141

Other funds holding SCHJ

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

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

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 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

Heritage Wealth Management (Arizona)'s SCHJ Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Schwab 1-5 Year Corporate Bond ETF (SCHJ) stake by 98% in Q4 2022, buying an estimated $289K and bringing the position to 25,092 shares worth $588K. The position accounts for 0.08% of the portfolio, ranked #172.

Heritage Wealth Management (Arizona) first reported a position in SCHJ in Q1 2021 and has held it in 7 quarters since. 92 funds tracked by Wall St. Rank hold SCHJ as of Q4 2022.

Heritage Wealth Management (Arizona) held 25,092 shares of Schwab 1-5 Year Corporate Bond ETF worth $588K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 12,412 Schwab 1-5 Year Corporate Bond ETF shares in Q4 2022, an estimated $289K.
Schwab 1-5 Year Corporate Bond ETF made up 0.08% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #172 holding.
Heritage Wealth Management (Arizona) first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q1 2021 and has held it in 7 quarters since.
92 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.