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San Francisco Sentry Investment Group’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

San Francisco Sentry Investment Group’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
2021
Q2 		$16K Hold
620
– – 0.01% 489
2021
Q1 		$16K Hold
620
– – 0.01% 508
2020
Q4 		$16K Hold
620
– – 0.01% 479
2020
Q3 		$16K Hold
620
– – 0.01% 455
2020
Q2 		$16K Buy
+620
New +$15.7K 0.01% 444

Other funds holding SCHJ

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
HGWM
Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return
C1AG
Client 1st Advisory Group Dunedin, Florida $384M AUM 22.43% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return
VFM
Vivid Financial Management Orcutt, California $268M AUM 18.21% 1-Year Est. Return
CWA
Clearview Wealth Advisors Salem, Oregon $158M AUM 14.25% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

San Francisco Sentry Investment Group's SCHJ Position: Q2 2021 in Review

San Francisco Sentry Investment Group held its Schwab 1-5 Year Corporate Bond ETF (SCHJ) position steady in Q2 2021 at 620 shares worth $16K. The position accounts for 0.01% of the portfolio, ranked #489.

San Francisco Sentry Investment Group first reported a position in SCHJ in Q2 2020 and has held it in 5 quarters since. 78 funds tracked by Wall St. Rank hold SCHJ as of Q2 2021.

  • San Francisco Sentry Investment Group held 620 shares of Schwab 1-5 Year Corporate Bond ETF worth $16K as of Q2 2021.
  • San Francisco Sentry Investment Group left its Schwab 1-5 Year Corporate Bond ETF share count unchanged in Q2 2021.
  • Schwab 1-5 Year Corporate Bond ETF made up 0.01% of San Francisco Sentry Investment Group's portfolio in Q2 2021, its #489 holding.
  • San Francisco Sentry Investment Group first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q2 2020 and has held it in 5 quarters since.
  • 78 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q2 2021.

Based on San Francisco Sentry Investment Group's 13F filing for Q2 2021, filed 2 Aug 2021.