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Sowell Financial Services’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Sowell Financial Services’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 		– Sell
-3,172
Closed -$81K – 2311
2021
Q1 		$81K Buy
3,172
+3,040
+2,303% +$77.8K ﹤0.01% 1468
2020
Q4 		$3K Buy
+132
New +$3.4K ﹤0.01% 2415

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Sowell Financial Services's SCHJ Position: Q2 2021 in Review

Sowell Financial Services sold out of Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q2 2021, closing a stake of 3,172 shares — an estimated $81K sold.

Sowell Financial Services first reported a position in SCHJ in Q4 2020 and held it in 2 quarters. The position peaked at $81K in Q1 2021. 78 funds tracked by Wall St. Rank hold SCHJ as of Q2 2021.

  • Sowell Financial Services reported no remaining Schwab 1-5 Year Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 3,172 Schwab 1-5 Year Corporate Bond ETF shares in Q2 2021, an estimated $81K.
  • Sowell Financial Services first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q4 2020 and held it in 2 quarters.
  • Sowell Financial Services's Schwab 1-5 Year Corporate Bond ETF position peaked at $81K in Q1 2021.
  • 78 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.