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

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

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

FLC Capital Advisors Palm Desert, California $551M AUM 18.17% 1-Year Est. Return

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

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

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

Client 1st Advisory Group Dunedin, Florida $372M AUM 22.43% 1-Year Est. Return

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

Kaizen Financial Strategies Campbell, California $236M AUM 28.3% 1-Year Est. Return