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

Physician 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
2022 Q1	–	Sell	-215,944	Closed	-$5.43M	–	165
2021 Q4	$5.43M	Sell	215,944 -47,444	-18%	-$1.2M	1.42%	17
2021 Q3	$6.7M	Sell	263,388 -96,200	-27%	-$2.46M	1.84%	12
2021 Q2	$9.21M	Buy	359,588 +227,228	+172%	+$5.81M	2.64%	8
2021 Q1	$3.37M	Buy	132,360 +16,506	+14%	+$422K	1.1%	23
2020 Q4	$2.97M	Buy	+115,854	New	+$2.99M	1.01%	24

Other funds holding SCHJ

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

C1AG

Client 1st Advisory Group Dunedin, Florida $384M AUM 22.43% 1-Year Est. Return

FCA

FLC Capital Advisors Palm Desert, California $622M AUM 22.85% 1-Year Est. Return

Copperleaf Capital Raleigh, North Carolina $209M AUM 31.88% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

FANJ

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KFS

Kaizen Financial Strategies Campbell, California $308M AUM 41.73% 1-Year Est. Return

Physician Wealth Advisors's SCHJ Position: Q1 2022 in Review

Physician Wealth Advisors sold out of Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q1 2022, closing a stake of 215,944 shares — an estimated $5.43M sold.

Physician Wealth Advisors first reported a position in SCHJ in Q4 2020 and held it in 5 quarters. The position peaked at $9.21M in Q2 2021. 91 funds tracked by Wall St. Rank hold SCHJ as of Q1 2022.

Physician Wealth Advisors reported no remaining Schwab 1-5 Year Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
Physician Wealth Advisors sold 215,944 Schwab 1-5 Year Corporate Bond ETF shares in Q1 2022, an estimated $5.43M.
Physician Wealth Advisors first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q4 2020 and held it in 5 quarters.
Physician Wealth Advisors's Schwab 1-5 Year Corporate Bond ETF position peaked at $9.21M in Q2 2021.
91 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q1 2022.

Based on Physician Wealth Advisors's 13F filing for Q1 2022, filed 5 May 2022.