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

Raymond James Financial Services 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 Q2	–	Sell	-12,280	Closed	-$298K	–	3406
2022 Q1	$298K	Buy	12,280 +1,366	+13%	+$33.8K	﹤0.01%	2718
2021 Q4	$276K	Buy	10,914 +524	+5%	+$13.3K	﹤0.01%	2772
2021 Q3	$265K	Buy	+10,390	New	+$266K	﹤0.01%	2775

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

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

FCA

FLC Capital Advisors Palm Desert, California $560M AUM 18.17% 1-Year Est. Return

AWS

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

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 $12.5B AUM 18.49% 1-Year Est. Return

KFS

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

Raymond James Financial Services Advisors's SCHJ Position: Q2 2022 in Review

Raymond James Financial Services Advisors sold out of Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q2 2022, closing a stake of 12,280 shares — an estimated $298K sold.

Raymond James Financial Services Advisors first reported a position in SCHJ in Q3 2021 and held it in 3 quarters. The position peaked at $298K in Q1 2022. 85 funds tracked by Wall St. Rank hold SCHJ as of Q2 2022.

Raymond James Financial Services Advisors reported no remaining Schwab 1-5 Year Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
Raymond James Financial Services Advisors sold 12,280 Schwab 1-5 Year Corporate Bond ETF shares in Q2 2022, an estimated $298K.
Raymond James Financial Services Advisors first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q3 2021 and held it in 3 quarters.
Raymond James Financial Services Advisors's Schwab 1-5 Year Corporate Bond ETF position peaked at $298K in Q1 2022.
85 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q2 2022.

Based on Raymond James Financial Services Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.