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Prospera Financial Services’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Prospera Financial 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
2022
Q3 		– Sell
-828
Closed -$20K – 1454
2022
Q2 		$20K Sell
828
-5,966
-88% -$143K ﹤0.01% 1214
2022
Q1 		$165K Sell
6,794
-1,622
-19% -$40.1K 0.01% 938
2021
Q4 		$213K Buy
+8,416
New +$213K 0.01% 817

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Prospera Financial Services's SCHJ Position: Q3 2022 in Review

Prospera Financial Services sold out of Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q3 2022, closing a stake of 828 shares — an estimated $20K sold.

Prospera Financial Services first reported a position in SCHJ in Q4 2021 and held it in 3 quarters. The position peaked at $213K in Q4 2021. 82 funds tracked by Wall St. Rank hold SCHJ as of Q3 2022.

  • Prospera Financial Services reported no remaining Schwab 1-5 Year Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Prospera Financial Services sold 828 Schwab 1-5 Year Corporate Bond ETF shares in Q3 2022, an estimated $20K.
  • Prospera Financial Services first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q4 2021 and held it in 3 quarters.
  • Prospera Financial Services's Schwab 1-5 Year Corporate Bond ETF position peaked at $213K in Q4 2021.
  • 82 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q3 2022.

Based on Prospera Financial Services's 13F filing for Q3 2022, filed 27 Oct 2022.