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Rockbridge Investment Management’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Rockbridge Investment Management’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
-76
Closed -$1.8K – 494
2022
Q2 		$1.8K Buy
76
+16
+27% +$383 ﹤0.01% 546
2022
Q1 		$1.45K Buy
+60
New +$1.48K ﹤0.01% 714

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AWS
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BAM
Baldrige Asset Management Allentown, Pennsylvania $244M AUM 5.81% 1-Year Est. Return
FCA
FLC Capital Advisors Palm Desert, California $560M AUM 18.17% 1-Year Est. Return
FANJ
Financial Architects (New Jersey) Marlton, New Jersey $663M AUM 15.53% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
C1AG
Client 1st Advisory Group Dunedin, Florida $384M AUM 22.43% 1-Year Est. Return
KFS
Kaizen Financial Strategies Campbell, California $236M AUM 28.3% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Rockbridge Investment Management's SCHJ Position: Q3 2022 in Review

Rockbridge Investment Management sold out of Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q3 2022, closing a stake of 76 shares — an estimated $1.8K sold.

Rockbridge Investment Management first reported a position in SCHJ in Q1 2022 and held it in 2 quarters. The position peaked at $1.8K in Q2 2022. 82 funds tracked by Wall St. Rank hold SCHJ as of Q3 2022.

  • Rockbridge Investment Management reported no remaining Schwab 1-5 Year Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Rockbridge Investment Management sold 76 Schwab 1-5 Year Corporate Bond ETF shares in Q3 2022, an estimated $1.8K.
  • Rockbridge Investment Management first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q1 2022 and held it in 2 quarters.
  • Rockbridge Investment Management's Schwab 1-5 Year Corporate Bond ETF position peaked at $1.8K in Q2 2022.
  • 82 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q3 2022.

Based on Rockbridge Investment Management's 13F filing for Q3 2022, filed 28 May 2024.