PCS
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Private Client Services’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Private Client Services’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
2025
Q1 		– Sell
-8,641
Closed -$211K – 206
2024
Q4 		$211K Buy
8,641
+305
+4% +$7.47K 0.11% 176
2024
Q3 		$207K Buy
+8,336
New +$204K 0.11% 165

Other funds holding SCHJ

CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MWM
Meridian Wealth Management Lexington, Kentucky $3.25B AUM 41% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
WWWM
White Wing Wealth Management The Wodlands, Texas $192M AUM 23.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
SW
SlateStone Wealth Jupiter, Florida $1.31B AUM 26.51% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Private Client Services's SCHJ Position: Q1 2025 in Review

Private Client Services sold out of Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q1 2025, closing a stake of 8,641 shares — an estimated $211K sold.

Private Client Services first reported a position in SCHJ in Q3 2024 and held it in 2 quarters. The position peaked at $211K in Q4 2024. 118 funds tracked by Wall St. Rank hold SCHJ as of Q1 2025.

  • Private Client Services reported no remaining Schwab 1-5 Year Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Private Client Services sold 8,641 Schwab 1-5 Year Corporate Bond ETF shares in Q1 2025, an estimated $211K.
  • Private Client Services first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q3 2024 and held it in 2 quarters.
  • Private Client Services's Schwab 1-5 Year Corporate Bond ETF position peaked at $211K in Q4 2024.
  • 118 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q1 2025.

Based on Private Client Services's 13F filing for Q1 2025, filed 8 Apr 2025.