Midwest Heritage Bank’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Midwest Heritage Bank’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	-8,552	Closed	-$207K	–	58
2023 Q4	$207K	Sell	8,552 -64	-0.7%	-$1.51K	0.14%	52
2023 Q3	$202K	Sell	8,616 -5,408	-39%	-$128K	0.15%	52
2023 Q2	$331K	Sell	14,024 -3,250	-19%	-$77.1K	0.25%	38
2023 Q1	$411K	Sell	17,274 -7,922	-31%	-$187K	0.33%	33
2022 Q4	$591K	Sell	25,196 -2,714	-10%	-$63.2K	0.57%	32
2022 Q3	$646K	Sell	27,910 -4,562	-14%	-$108K	0.68%	32
2022 Q2	$771K	Sell	32,472 -6,906	-18%	-$165K	0.7%	28
2022 Q1	$956K	Sell	39,378 -39,224	-50%	-$970K	0.75%	25
2021 Q4	$1.99M	Buy	+78,602	New	+$1.99M	1.93%	17

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

Midwest Heritage Bank's SCHJ Position: Q1 2024 in Review

Midwest Heritage Bank sold out of Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q1 2024, closing a stake of 8,552 shares — an estimated $207K sold.

Midwest Heritage Bank first reported a position in SCHJ in Q4 2021 and held it in 9 quarters. The position peaked at $1.99M in Q4 2021. 90 funds tracked by Wall St. Rank hold SCHJ as of Q1 2024.

Midwest Heritage Bank reported no remaining Schwab 1-5 Year Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
Midwest Heritage Bank sold 8,552 Schwab 1-5 Year Corporate Bond ETF shares in Q1 2024, an estimated $207K.
Midwest Heritage Bank first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q4 2021 and held it in 9 quarters.
Midwest Heritage Bank's Schwab 1-5 Year Corporate Bond ETF position peaked at $1.99M in Q4 2021.
90 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q1 2024.

Based on Midwest Heritage Bank's 13F filing for Q1 2024, filed 24 Apr 2024.