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Pinnacle Private Wealth’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Pinnacle Private Wealth’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
Q2 		$834K Hold
35,124
– – 0.33% 80
2022
Q1 		$853K Buy
+35,124
New +$869K 0.27% 87

Other funds holding SCHJ

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
FCA
FLC Capital Advisors Palm Desert, California $622M AUM 22.85% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
CC
Copperleaf Capital Raleigh, North Carolina $209M AUM 31.88% 1-Year Est. Return
BAM
Baldrige Asset Management Allentown, Pennsylvania $244M AUM 5.81% 1-Year Est. Return
C1AG
Client 1st Advisory Group Dunedin, Florida $384M AUM 22.43% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
KFS
Kaizen Financial Strategies Campbell, California $308M AUM 41.73% 1-Year Est. Return

Pinnacle Private Wealth's SCHJ Position: Q2 2022 in Review

Pinnacle Private Wealth held its Schwab 1-5 Year Corporate Bond ETF (SCHJ) position steady in Q2 2022 at 35,124 shares worth $834K. The position accounts for 0.33% of the portfolio, ranked #80.

Pinnacle Private Wealth first reported a position in SCHJ in Q1 2022 and has held it in 2 quarters since. The position peaked at $853K in Q1 2022. 85 funds tracked by Wall St. Rank hold SCHJ as of Q2 2022.

  • Pinnacle Private Wealth held 35,124 shares of Schwab 1-5 Year Corporate Bond ETF worth $834K as of Q2 2022.
  • Pinnacle Private Wealth left its Schwab 1-5 Year Corporate Bond ETF share count unchanged in Q2 2022.
  • Schwab 1-5 Year Corporate Bond ETF made up 0.33% of Pinnacle Private Wealth's portfolio in Q2 2022, its #80 holding.
  • Pinnacle Private Wealth first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q1 2022 and has held it in 2 quarters since.
  • Pinnacle Private Wealth's Schwab 1-5 Year Corporate Bond ETF position peaked at $853K in Q1 2022.
  • 85 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.