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Smartleaf Asset Management’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Smartleaf Asset 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
2024
Q3 		– Sell
-1,634
Closed -$39.5K – 2974
2024
Q2 		$39.5K Sell
1,634
-3,244
-67% -$78K 0.01% 809
2024
Q1 		$118K Buy
4,878
+3,040
+165% +$73.3K 0.02% 478
2023
Q4 		$44.4K Buy
+1,838
New +$43.5K 0.01% 551

Other funds holding SCHJ

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $936M AUM 12.9% 1-Year Est. Return
MWM
Meridian Wealth Management Lexington, Kentucky $2.85B AUM 31.23% 1-Year Est. Return
WWWM
White Wing Wealth Management The Wodlands, Texas $192M AUM 23.21% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
KC
Kades & Cheifetz Berwyn, Pennsylvania $195M AUM 11.87% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Smartleaf Asset Management's SCHJ Position: Q3 2024 in Review

Smartleaf Asset Management sold out of Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q3 2024, closing a stake of 1,634 shares — an estimated $39.5K sold.

Smartleaf Asset Management first reported a position in SCHJ in Q4 2023 and held it in 3 quarters. The position peaked at $118K in Q1 2024. 102 funds tracked by Wall St. Rank hold SCHJ as of Q3 2024.

  • Smartleaf Asset Management reported no remaining Schwab 1-5 Year Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Smartleaf Asset Management sold 1,634 Schwab 1-5 Year Corporate Bond ETF shares in Q3 2024, an estimated $39.5K.
  • Smartleaf Asset Management first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q4 2023 and held it in 3 quarters.
  • Smartleaf Asset Management's Schwab 1-5 Year Corporate Bond ETF position peaked at $118K in Q1 2024.
  • 102 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q3 2024.

Based on Smartleaf Asset Management's 13F filing for Q3 2024, filed 13 Nov 2024.