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 $751B AUM 38.74% 1-Year Est. Return

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

BAM

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

FANJ

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

MHR

Matthew Hamilton Rosenberg $537M AUM 18.21% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

One Wealth Advisors's SCHJ Position: Q1 2023 in Review

One Wealth Advisors sold out of Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q1 2023, closing a stake of 2,848 shares — an estimated $66.8K sold.

One Wealth Advisors first reported a position in SCHJ in Q1 2021 and held it in 5 quarters. The position peaked at $6.38M in Q2 2021. 75 funds tracked by Wall St. Rank hold SCHJ as of Q1 2023.

One Wealth Advisors reported no remaining Schwab 1-5 Year Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
One Wealth Advisors sold 2,848 Schwab 1-5 Year Corporate Bond ETF shares in Q1 2023, an estimated $66.8K.
One Wealth Advisors first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q1 2021 and held it in 5 quarters.
One Wealth Advisors's Schwab 1-5 Year Corporate Bond ETF position peaked at $6.38M in Q2 2021.
75 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q1 2023.

Based on One Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.