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Leelyn Smith’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Leelyn Smith’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
Q2 		– Sell
-968
Closed -$25K – 382
2021
Q1 		$25K Hold
968
– – 0.01% 231
2020
Q4 		$25K Hold
968
– – 0.01% 224
2020
Q3 		$25K Buy
+968
New +$24.9K 0.01% 218

Other funds holding SCHJ

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
HGWM
Horst & Graben Wealth Management Portland, Oregon $729M AUM 16.55% 1-Year Est. Return
C1AG
Client 1st Advisory Group Dunedin, Florida $384M AUM 22.43% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $719M AUM 20.03% 1-Year Est. Return
VFM
Vivid Financial Management Orcutt, California $268M AUM 18.21% 1-Year Est. Return
CWA
Clearview Wealth Advisors Salem, Oregon $158M AUM 14.25% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Leelyn Smith's SCHJ Position: Q2 2021 in Review

Leelyn Smith sold out of Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q2 2021, closing a stake of 968 shares — an estimated $25K sold.

Leelyn Smith first reported a position in SCHJ in Q3 2020 and held it in 3 quarters. The position peaked at $25K in Q1 2021. 78 funds tracked by Wall St. Rank hold SCHJ as of Q2 2021.

  • Leelyn Smith reported no remaining Schwab 1-5 Year Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Leelyn Smith sold 968 Schwab 1-5 Year Corporate Bond ETF shares in Q2 2021, an estimated $25K.
  • Leelyn Smith first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q3 2020 and held it in 3 quarters.
  • Leelyn Smith's Schwab 1-5 Year Corporate Bond ETF position peaked at $25K in Q1 2021.
  • 78 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q2 2021.

Based on Leelyn Smith's 13F filing for Q2 2021, filed 31 Aug 2021.