Schaper Benz & Wise Investment Counsel’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Schaper Benz & Wise Investment Counsel’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 Q4	–	Sell	-20,300	Closed	-$470K	–	139
2022 Q3	$470K	Sell	20,300 -37,600	-65%	-$892K	0.05%	101
2022 Q2	$1.38M	Sell	57,900 -24,780	-30%	-$593K	0.14%	88
2022 Q1	$2.01M	Sell	82,680 -2,000	-2%	-$49.5K	0.17%	89
2021 Q4	$2.14M	Buy	+84,680	New	+$2.15M	0.17%	86

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

RFG

RFP Financial Group Atlanta, Georgia $184M AUM 16.06% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BAM

Baldrige Asset Management Allentown, Pennsylvania $244M AUM 5.81% 1-Year Est. Return

FANJ

Financial Architects (New Jersey) Marlton, New Jersey $663M AUM 15.53% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $537M AUM 18.21% 1-Year Est. Return

C1AG

Client 1st Advisory Group Dunedin, Florida $384M AUM 22.43% 1-Year Est. Return

Schaper Benz & Wise Investment Counsel's SCHJ Position: Q4 2022 in Review

Schaper Benz & Wise Investment Counsel sold out of Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q4 2022, closing a stake of 20,300 shares — an estimated $470K sold.

Schaper Benz & Wise Investment Counsel first reported a position in SCHJ in Q4 2021 and held it in 4 quarters. The position peaked at $2.14M in Q4 2021. 92 funds tracked by Wall St. Rank hold SCHJ as of Q4 2022.

Schaper Benz & Wise Investment Counsel reported no remaining Schwab 1-5 Year Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Schaper Benz & Wise Investment Counsel sold 20,300 Schwab 1-5 Year Corporate Bond ETF shares in Q4 2022, an estimated $470K.
Schaper Benz & Wise Investment Counsel first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q4 2021 and held it in 4 quarters.
Schaper Benz & Wise Investment Counsel's Schwab 1-5 Year Corporate Bond ETF position peaked at $2.14M in Q4 2021.
92 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q4 2022.

Based on Schaper Benz & Wise Investment Counsel's 13F filing for Q4 2022, filed 25 Jan 2023.