IHWM
SCHJ icon

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

Iron Horse 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
Q2 		– Sell
-194
Closed -$4.61K – 344
2023
Q1 		$4.61K Hold
194
– – ﹤0.01% 206
2022
Q4 		$5K Buy
+194
New +$4.52K ﹤0.01% 156

Other funds holding SCHJ

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
FANJ
Financial Architects (New Jersey) Marlton, New Jersey $663M AUM 15.53% 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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $537M AUM 18.21% 1-Year Est. Return

Iron Horse Wealth Management's SCHJ Position: Q2 2023 in Review

Iron Horse Wealth Management sold out of Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q2 2023, closing a stake of 194 shares — an estimated $4.61K sold.

Iron Horse Wealth Management first reported a position in SCHJ in Q4 2022 and held it in 2 quarters. The position peaked at $5K in Q4 2022. 71 funds tracked by Wall St. Rank hold SCHJ as of Q2 2023.

  • Iron Horse Wealth Management reported no remaining Schwab 1-5 Year Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Iron Horse Wealth Management sold 194 Schwab 1-5 Year Corporate Bond ETF shares in Q2 2023, an estimated $4.61K.
  • Iron Horse Wealth Management first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q4 2022 and held it in 2 quarters.
  • Iron Horse Wealth Management's Schwab 1-5 Year Corporate Bond ETF position peaked at $5K in Q4 2022.
  • 71 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q2 2023.

Based on Iron Horse Wealth Management's 13F filing for Q2 2023, filed 1 Aug 2023.