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Steward Partners Investment Advisory’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Steward Partners Investment Advisory’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
2023
Q2 		– Sell
-1,044
Closed -$24.8K – 3380
2023
Q1 		$24.8K Buy
1,044
+836
+402% +$19.8K ﹤0.01% 2158
2022
Q4 		$4.88K Buy
+208
New +$4.85K ﹤0.01% 2783

Other funds holding SCHJ

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
FANJ
Financial Architects (New Jersey) Marlton, New Jersey $663M AUM 15.53% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $537M AUM 18.21% 1-Year Est. Return

Steward Partners Investment Advisory's SCHJ Position: Q2 2023 in Review

Steward Partners Investment Advisory sold out of Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q2 2023, closing a stake of 1,044 shares — an estimated $24.8K sold.

Steward Partners Investment Advisory first reported a position in SCHJ in Q4 2022 and held it in 2 quarters. The position peaked at $24.8K in Q1 2023. 71 funds tracked by Wall St. Rank hold SCHJ as of Q2 2023.

  • Steward Partners Investment Advisory reported no remaining Schwab 1-5 Year Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 1,044 Schwab 1-5 Year Corporate Bond ETF shares in Q2 2023, an estimated $24.8K.
  • Steward Partners Investment Advisory first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q4 2022 and held it in 2 quarters.
  • Steward Partners Investment Advisory's Schwab 1-5 Year Corporate Bond ETF position peaked at $24.8K in Q1 2023.
  • 71 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q2 2023.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2023, filed 14 Aug 2023.