One Wealth Advisors’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

One Wealth Advisors’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 Q1	–	Sell	-2,848	Closed	-$66.8K	–	520
2022 Q4	$66.8K	Buy	+2,848	New	+$66.4K	0.02%	358
2022 Q1	–	Sell	-224,406	Closed	-$5.67M	–	224
2021 Q4	$5.67M	Sell	224,406 -23,890	-10%	-$605K	1.44%	19
2021 Q3	$6.34M	Sell	248,296 -1,100	-0.4%	-$28.2K	1.86%	16
2021 Q2	$6.38M	Buy	249,396 +80,662	+48%	+$2.06M	2.02%	15
2021 Q1	$4.3M	Buy	+168,734	New	+$4.32M	1.65%	14

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

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

Bank of America

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

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

Baldrige Asset Management Allentown, Pennsylvania $244M AUM 5.81% 1-Year Est. Return

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

Matthew Hamilton Rosenberg $488M AUM 15.24% 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 $1.83B AUM 37.01% 1-Year Est. Return