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Shore Point Advisors’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Shore Point 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
2022
Q1 		– Sell
-2,768
Closed -$70K – 164
2021
Q4 		$70K Buy
+2,768
New +$70.1K 0.06% 54

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Shore Point Advisors's SCHJ Position: Q1 2022 in Review

Shore Point Advisors sold out of Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q1 2022, closing a stake of 2,768 shares — an estimated $70K sold.

Shore Point Advisors first reported a position in SCHJ in Q4 2021 and held it in 1 quarter. The position peaked at $70K in Q4 2021. 91 funds tracked by Wall St. Rank hold SCHJ as of Q1 2022.

  • Shore Point Advisors reported no remaining Schwab 1-5 Year Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Shore Point Advisors sold 2,768 Schwab 1-5 Year Corporate Bond ETF shares in Q1 2022, an estimated $70K.
  • Shore Point Advisors first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q4 2021 and held it in 1 quarter.
  • Shore Point Advisors's Schwab 1-5 Year Corporate Bond ETF position peaked at $70K in Q4 2021.
  • 91 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q1 2022.

Based on Shore Point Advisors's 13F filing for Q1 2022, filed 26 Apr 2022.