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

Resurgent Financial 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
Q4 		– Sell
-1,358
Closed -$31.9K – 526
2023
Q3 		$31.9K Buy
+1,358
New +$32K 0.02% 403

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $936M AUM 12.9% 1-Year Est. Return
GSWM
Greenup Street Wealth Management Ann Arbor, Michigan $710M AUM 19.59% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Resurgent Financial Advisors's SCHJ Position: Q4 2023 in Review

Resurgent Financial Advisors sold out of Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q4 2023, closing a stake of 1,358 shares — an estimated $31.9K sold.

Resurgent Financial Advisors first reported a position in SCHJ in Q3 2023 and held it in 1 quarter. The position peaked at $31.9K in Q3 2023. 90 funds tracked by Wall St. Rank hold SCHJ as of Q4 2023.

  • Resurgent Financial Advisors reported no remaining Schwab 1-5 Year Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Resurgent Financial Advisors sold 1,358 Schwab 1-5 Year Corporate Bond ETF shares in Q4 2023, an estimated $31.9K.
  • Resurgent Financial Advisors first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q3 2023 and held it in 1 quarter.
  • Resurgent Financial Advisors's Schwab 1-5 Year Corporate Bond ETF position peaked at $31.9K in Q3 2023.
  • 90 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q4 2023.

Based on Resurgent Financial Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.