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 $751B AUM 38.74% 1-Year Est. Return

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 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

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Horst & Graben Wealth Management's SCHJ Position: Q1 2023 in Review

Horst & Graben Wealth Management sold out of Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q1 2023, closing a stake of 10,878 shares — an estimated $255K sold.

Horst & Graben Wealth Management first reported a position in SCHJ in Q1 2021 and held it in 6 quarters. The position peaked at $17.9M in Q2 2021. 75 funds tracked by Wall St. Rank hold SCHJ as of Q1 2023.

Horst & Graben Wealth Management reported no remaining Schwab 1-5 Year Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Horst & Graben Wealth Management sold 10,878 Schwab 1-5 Year Corporate Bond ETF shares in Q1 2023, an estimated $255K.
Horst & Graben Wealth Management first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q1 2021 and held it in 6 quarters.
Horst & Graben Wealth Management's Schwab 1-5 Year Corporate Bond ETF position peaked at $17.9M in Q2 2021.
75 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q1 2023.

Based on Horst & Graben Wealth Management's 13F filing for Q1 2023, filed 28 Apr 2023.