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NWAM LLC’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

NWAM LLC’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
2021
Q3 		– Sell
-37,122
Closed -$950K – 512
2021
Q2 		$950K Buy
37,122
+838
+2% +$21.4K 0.09% 215
2021
Q1 		$925K Buy
+36,284
New +$929K 0.09% 215

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Ameritas Investment Company Lincoln, Nebraska $2.17B AUM 26.5% 1-Year Est. Return
PWA
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NWAM LLC's SCHJ Position: Q3 2021 in Review

NWAM LLC sold out of Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q3 2021, closing a stake of 37,122 shares — an estimated $950K sold.

NWAM LLC first reported a position in SCHJ in Q1 2021 and held it in 2 quarters. The position peaked at $950K in Q2 2021. 99 funds tracked by Wall St. Rank hold SCHJ as of Q3 2021.

  • NWAM LLC reported no remaining Schwab 1-5 Year Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
  • NWAM LLC sold 37,122 Schwab 1-5 Year Corporate Bond ETF shares in Q3 2021, an estimated $950K.
  • NWAM LLC first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q1 2021 and held it in 2 quarters.
  • NWAM LLC's Schwab 1-5 Year Corporate Bond ETF position peaked at $950K in Q2 2021.
  • 99 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q3 2021.

Based on NWAM LLC's 13F filing for Q3 2021, filed 3 Nov 2021.