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

Northwest 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
Q2 		– Sell
-166
Closed -$4.01K – 541
2024
Q1 		$4.01K Hold
166
– – ﹤0.01% 447
2023
Q4 		$4.02K Hold
166
– – ﹤0.01% 443
2023
Q3 		$3.9K Hold
166
– – ﹤0.01% 442
2023
Q2 		$3.92K Buy
+166
New +$3.94K ﹤0.01% 445

Other funds holding SCHJ

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $936M AUM 12.9% 1-Year Est. Return
WWWM
White Wing Wealth Management The Wodlands, Texas $192M AUM 23.21% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
KC
Kades & Cheifetz Berwyn, Pennsylvania $195M AUM 11.87% 1-Year Est. Return

Northwest Capital Management's SCHJ Position: Q2 2024 in Review

Northwest Capital Management sold out of Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q2 2024, closing a stake of 166 shares — an estimated $4.01K sold.

Northwest Capital Management first reported a position in SCHJ in Q2 2023 and held it in 4 quarters. The position peaked at $4.02K in Q4 2023. 89 funds tracked by Wall St. Rank hold SCHJ as of Q2 2024.

  • Northwest Capital Management reported no remaining Schwab 1-5 Year Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Northwest Capital Management sold 166 Schwab 1-5 Year Corporate Bond ETF shares in Q2 2024, an estimated $4.01K.
  • Northwest Capital Management first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q2 2023 and held it in 4 quarters.
  • Northwest Capital Management's Schwab 1-5 Year Corporate Bond ETF position peaked at $4.02K in Q4 2023.
  • 89 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q2 2024.

Based on Northwest Capital Management's 13F filing for Q2 2024, filed 9 Jul 2024.