M&R Capital Management’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

M&R Capital 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
2024 Q1	–	Sell	-700	Closed	-$16.9K	–	620
2023 Q4	$16.9K	Hold	700	–	–	﹤0.01%	338
2023 Q3	$16.4K	Hold	700	–	–	﹤0.01%	325
2023 Q2	$16.5K	Hold	700	–	–	﹤0.01%	337
2023 Q1	$16.6K	Hold	700	–	–	﹤0.01%	329
2022 Q4	$16.4K	Hold	700	–	–	﹤0.01%	313
2022 Q3	$16K	Buy	700 +488	+230%	+$11.6K	﹤0.01%	294
2022 Q2	$5K	Buy	+212	New	+$5.07K	﹤0.01%	375

Other funds holding SCHJ

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

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

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

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

Columbus Macro New Castle, Pennsylvania $936M AUM 12.9% 1-Year Est. Return

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

MWM

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

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

GSWM

Greenup Street Wealth Management Ann Arbor, Michigan $710M AUM 19.59% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

M&R Capital Management's SCHJ Position: Q1 2024 in Review

M&R Capital Management sold out of Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q1 2024, closing a stake of 700 shares — an estimated $16.9K sold.

M&R Capital Management first reported a position in SCHJ in Q2 2022 and held it in 7 quarters. The position peaked at $16.9K in Q4 2023. 90 funds tracked by Wall St. Rank hold SCHJ as of Q1 2024.

M&R Capital Management reported no remaining Schwab 1-5 Year Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
M&R Capital Management sold 700 Schwab 1-5 Year Corporate Bond ETF shares in Q1 2024, an estimated $16.9K.
M&R Capital Management first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q2 2022 and held it in 7 quarters.
M&R Capital Management's Schwab 1-5 Year Corporate Bond ETF position peaked at $16.9K in Q4 2023.
90 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q1 2024.

Based on M&R Capital Management's 13F filing for Q1 2024, filed 2 Apr 2024.