Spectrum Planning & Advisory Services’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Spectrum Planning & Advisory 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
2022 Q1	–	Sell	-123,818	Closed	-$3.13M	–	51
2021 Q4	$3.13M	Sell	123,818 -55,600	-31%	-$1.41M	2.84%	12
2021 Q3	$4.58M	Sell	179,418 -57,174	-24%	-$1.46M	4.49%	9
2021 Q2	$6.05M	Buy	236,592 +19,376	+9%	+$496K	5.82%	7
2021 Q1	$5.54M	Buy	+217,216	New	+$5.56M	5.69%	7

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

C1AG

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

FCA

FLC Capital Advisors Palm Desert, California $560M AUM 18.17% 1-Year Est. Return

Copperleaf Capital Raleigh, North Carolina $209M AUM 31.88% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

FANJ

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

TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

KFS

Kaizen Financial Strategies Campbell, California $236M AUM 28.3% 1-Year Est. Return

Spectrum Planning & Advisory Services's SCHJ Position: Q1 2022 in Review

Spectrum Planning & Advisory Services sold out of Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q1 2022, closing a stake of 123,818 shares — an estimated $3.13M sold.

Spectrum Planning & Advisory Services first reported a position in SCHJ in Q1 2021 and held it in 4 quarters. The position peaked at $6.05M in Q2 2021. 91 funds tracked by Wall St. Rank hold SCHJ as of Q1 2022.

Spectrum Planning & Advisory Services reported no remaining Schwab 1-5 Year Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
Spectrum Planning & Advisory Services sold 123,818 Schwab 1-5 Year Corporate Bond ETF shares in Q1 2022, an estimated $3.13M.
Spectrum Planning & Advisory Services first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q1 2021 and held it in 4 quarters.
Spectrum Planning & Advisory Services's Schwab 1-5 Year Corporate Bond ETF position peaked at $6.05M in Q2 2021.
91 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q1 2022.

Based on Spectrum Planning & Advisory Services's 13F filing for Q1 2022, filed 18 Apr 2022.