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Realta Investment Advisors’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Realta Investment 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
2023
Q3 		– Sell
-1,000
Closed -$23.6K – 813
2023
Q2 		$23.6K Buy
+1,000
New +$23.7K 0.01% 640
2023
Q1 		– Sell
-1,000
Closed -$23.4K – 749
2022
Q4 		$23.4K Hold
1,000
– – 0.01% 631
2022
Q3 		$23K Buy
+1,000
New +$23.7K 0.01% 610

Other funds holding SCHJ

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
KC
Kades & Cheifetz Berwyn, Pennsylvania $195M AUM 11.87% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $537M AUM 18.21% 1-Year Est. Return

Realta Investment Advisors's SCHJ Position: Q3 2023 in Review

Realta Investment Advisors sold out of Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q3 2023, closing a stake of 1,000 shares — an estimated $23.6K sold.

Realta Investment Advisors first reported a position in SCHJ in Q3 2022 and held it in 3 quarters. The position peaked at $23.6K in Q2 2023. 76 funds tracked by Wall St. Rank hold SCHJ as of Q3 2023.

  • Realta Investment Advisors reported no remaining Schwab 1-5 Year Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Realta Investment Advisors sold 1,000 Schwab 1-5 Year Corporate Bond ETF shares in Q3 2023, an estimated $23.6K.
  • Realta Investment Advisors first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q3 2022 and held it in 3 quarters.
  • Realta Investment Advisors's Schwab 1-5 Year Corporate Bond ETF position peaked at $23.6K in Q2 2023.
  • 76 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q3 2023.

Based on Realta Investment Advisors's 13F filing for Q3 2023, filed 20 Oct 2023.