Insight Wealth Strategies’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Insight Wealth Strategies’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
2021 Q4	–	Sell	-43,968	Closed	-$1.12M	–	186
2021 Q3	$1.12M	Sell	43,968 -640	-1%	-$16.4K	0.16%	87
2021 Q2	$1.14M	Buy	44,608 +9,950	+29%	+$254K	0.16%	80
2021 Q1	$883K	Buy	+34,658	New	+$887K	0.12%	113

Other funds holding SCHJ

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

55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

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

C1AG

Client 1st Advisory Group Dunedin, Florida $384M AUM 22.43% 1-Year Est. Return

HGWM

Horst & Graben Wealth Management Portland, Oregon $729M AUM 16.55% 1-Year Est. Return

WWG

West Wealth Group Irvine, California $506M AUM 20.16% 1-Year Est. Return

FCA

FLC Capital Advisors Palm Desert, California $560M AUM 18.17% 1-Year Est. Return

TCWP Beachwood, Ohio $40.8M AUM 31.25% 1-Year Est. Return

Copperleaf Capital Raleigh, North Carolina $209M AUM 31.88% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Insight Wealth Strategies's SCHJ Position: Q4 2021 in Review

Insight Wealth Strategies sold out of Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q4 2021, closing a stake of 43,968 shares — an estimated $1.12M sold.

Insight Wealth Strategies first reported a position in SCHJ in Q1 2021 and held it in 3 quarters. The position peaked at $1.14M in Q2 2021. 120 funds tracked by Wall St. Rank hold SCHJ as of Q4 2021.

Insight Wealth Strategies reported no remaining Schwab 1-5 Year Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
Insight Wealth Strategies sold 43,968 Schwab 1-5 Year Corporate Bond ETF shares in Q4 2021, an estimated $1.12M.
Insight Wealth Strategies first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q1 2021 and held it in 3 quarters.
Insight Wealth Strategies's Schwab 1-5 Year Corporate Bond ETF position peaked at $1.14M in Q2 2021.
120 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q4 2021.

Based on Insight Wealth Strategies's 13F filing for Q4 2021, filed 31 Jan 2022.