Horst & Graben Wealth Management’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Horst & Graben 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
2023 Q1	–	Sell	-10,878	Closed	-$255K	–	138
2022 Q4	$255K	Buy	+10,878	New	+$254K	0.07%	113
2022 Q2	–	Sell	-38,172	Closed	-$927K	–	140
2022 Q1	$927K	Sell	38,172 -478,048	-93%	-$11.8M	0.23%	52
2021 Q4	$13M	Sell	516,220 -62,854	-11%	-$1.59M	3.26%	10
2021 Q3	$14.8M	Sell	579,074 -119,310	-17%	-$3.05M	4.07%	6
2021 Q2	$17.9M	Buy	698,384 +182,348	+35%	+$4.66M	4.99%	6
2021 Q1	$13.2M	Buy	+516,036	New	+$13.2M	4.14%	6

Other funds holding SCHJ

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

TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return

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

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

Baldrige Asset Management Allentown, Pennsylvania $244M AUM 5.81% 1-Year Est. Return

Financial Architects (New Jersey) Marlton, New Jersey $663M AUM 15.53% 1-Year Est. Return

Matthew Hamilton Rosenberg $488M AUM 15.24% 1-Year Est. Return

HM Payson & Co Portland, Maine $6.93B AUM 28.92% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.55B AUM 28.47% 1-Year Est. Return