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Impact Partnership Wealth’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Impact Partnership Wealth’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
-328
Closed -$7.7K – 1053
2023
Q3 		$7.7K Buy
+328
New +$7.73K ﹤0.01% 631

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CM
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GSWM
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Susquehanna International Group
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Impact Partnership Wealth's SCHJ Position: Q4 2023 in Review

Impact Partnership Wealth sold out of Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q4 2023, closing a stake of 328 shares — an estimated $7.7K sold.

Impact Partnership Wealth first reported a position in SCHJ in Q3 2023 and held it in 1 quarter. The position peaked at $7.7K in Q3 2023. 90 funds tracked by Wall St. Rank hold SCHJ as of Q4 2023.

  • Impact Partnership Wealth reported no remaining Schwab 1-5 Year Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 328 Schwab 1-5 Year Corporate Bond ETF shares in Q4 2023, an estimated $7.7K.
  • Impact Partnership Wealth first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q3 2023 and held it in 1 quarter.
  • Impact Partnership Wealth's Schwab 1-5 Year Corporate Bond ETF position peaked at $7.7K in Q3 2023.
  • 90 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q4 2023.

Based on Impact Partnership Wealth's 13F filing for Q4 2023, filed 14 Feb 2024.