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

IHT 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
-8,736
Closed -$205K – 995
2022
Q4 		$205K Hold
8,736
– – 0.01% 806
2022
Q3 		$202K Buy
+8,736
New +$207K 0.02% 774

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IWC
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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

IHT Wealth Management's SCHJ Position: Q1 2023 in Review

IHT Wealth Management sold out of Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q1 2023, closing a stake of 8,736 shares — an estimated $205K sold.

IHT Wealth Management first reported a position in SCHJ in Q3 2022 and held it in 2 quarters. The position peaked at $205K in Q4 2022. 75 funds tracked by Wall St. Rank hold SCHJ as of Q1 2023.

  • IHT Wealth Management reported no remaining Schwab 1-5 Year Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • IHT Wealth Management sold 8,736 Schwab 1-5 Year Corporate Bond ETF shares in Q1 2023, an estimated $205K.
  • IHT Wealth Management first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q3 2022 and held it in 2 quarters.
  • IHT Wealth Management's Schwab 1-5 Year Corporate Bond ETF position peaked at $205K in Q4 2022.
  • 75 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q1 2023.

Based on IHT Wealth Management's 13F filing for Q1 2023, filed 15 May 2023.