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

IronOak 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
2024 Q4	$890K	Buy	+36,523	New	+$895K	1%	38

Other funds holding SCHJ

Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

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

MWM

Meridian Wealth Management Lexington, Kentucky $3.25B AUM 41% 1-Year Est. Return

WWWM

White Wing Wealth Management The Wodlands, Texas $192M AUM 23.21% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

IronOak Wealth's SCHJ Position: Q4 2024 in Review

IronOak Wealth opened a new position in Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q4 2024: 36,523 shares worth $890K. The stake represents 1% of the portfolio and ranks #38 among its holdings.

110 funds tracked by Wall St. Rank hold SCHJ as of Q4 2024.

IronOak Wealth held 36,523 shares of Schwab 1-5 Year Corporate Bond ETF worth $890K as of Q4 2024.
Schwab 1-5 Year Corporate Bond ETF was a new IronOak Wealth position in Q4 2024.
Schwab 1-5 Year Corporate Bond ETF made up 1% of IronOak Wealth's portfolio in Q4 2024, its #38 holding.
110 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q4 2024.

Based on IronOak Wealth's 13F filing for Q4 2024, filed 6 Mar 2025.