MML Investors Services

MML Investors Services’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

MML Investors Services’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
2023 Q2	–	Sell	-17,434	Closed	-$415K	–	2343
2023 Q1	$415K	Sell	17,434 -23,650	-58%	-$559K	﹤0.01%	1501
2022 Q4	$963K	Sell	41,084 -994	-2%	-$23.2K	0.01%	1171
2022 Q3	$974K	Sell	42,078 -2,438	-5%	-$57.9K	0.01%	1073
2022 Q2	$1.06M	Buy	44,516 +14,156	+47%	+$338K	0.01%	1023
2022 Q1	$737K	Sell	30,360 -7,096	-19%	-$175K	0.01%	1239
2021 Q4	$947K	Sell	37,456 -24,362	-39%	-$617K	0.01%	1083
2021 Q3	$1.58M	Sell	61,818 -226,040	-79%	-$5.78M	0.01%	826
2021 Q2	$7.37M	Buy	287,858 +17,750	+7%	+$454K	0.06%	309
2021 Q1	$6.88M	Buy	+270,108	New	+$6.91M	0.07%	288

Other funds holding SCHJ

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

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

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

Bank of America

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

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

Financial Architects (New Jersey) Marlton, New Jersey $663M AUM 15.53% 1-Year Est. Return

HM Payson & Co Portland, Maine $6.93B AUM 28.92% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.55B AUM 28.47% 1-Year Est. Return

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Matthew Hamilton Rosenberg $488M AUM 15.24% 1-Year Est. Return