Luther King Capital Management (LKCM)

Luther King Capital Management (LKCM)’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Luther King Capital Management (LKCM)’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	–	Hold	0	–	–	–	516
2024 Q3	–	Hold	0	–	–	–	576
2024 Q2	–	Hold	0	–	–	–	386
2024 Q1	–	Hold	0	–	–	–	387
2023 Q4	–	Hold	0	–	–	–	383
2023 Q3	–	Hold	0	–	–	–	379
2023 Q2	–	Hold	0	–	–	–	387
2023 Q1	–	Hold	0	–	–	–	376
2022 Q4	–	Hold	0	–	–	–	373
2022 Q3	–	Hold	0	–	–	–	348
2022 Q2	–	Hold	0	–	–	–	358
2022 Q1	–	Hold	0	–	–	–	369
2021 Q4	–	Hold	0	–	–	–	374
2021 Q3	–	Hold	0	–	–	–	368
2021 Q2	–	Hold	0	–	–	–	383
2021 Q1	–	Hold	0	–	–	–	347

Other funds holding SCHJ

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

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Meridian Wealth Management Lexington, Kentucky $2.85B AUM 31.23% 1-Year Est. Return

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

Wealth Enhancement Advisory Services

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

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

Mercer Global Advisors

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return