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

Strategic 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
2022 Q3	$3K	Sell	480 -4,316	-90%	-$102K	0.01%	524
2022 Q2	$114K	Sell	4,796 -98	-2%	-$2.34K	0.18%	85
2022 Q1	$119K	Sell	4,894 -10,050	-67%	-$249K	0.17%	92
2021 Q4	$378K	Buy	14,944 +2,146	+17%	+$54.4K	0.53%	39
2021 Q3	$326K	Buy	+12,798	New	+$328K	0.46%	41

Other funds holding SCHJ

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

BAM

Baldrige Asset Management Allentown, Pennsylvania $244M AUM 5.81% 1-Year Est. Return

FCA

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

FANJ

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

C1AG

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

KFS

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Strategic Asset Management's SCHJ Position: Q3 2022 in Review

Strategic Asset Management reduced its Schwab 1-5 Year Corporate Bond ETF (SCHJ) stake by 90% in Q3 2022, selling an estimated $102K and leaving 480 shares worth $3K. The position accounts for 0.01% of the portfolio, ranked #524.

Strategic Asset Management first reported a position in SCHJ in Q3 2021 and has held it in 5 quarters since. The position peaked at $378K in Q4 2021. 82 funds tracked by Wall St. Rank hold SCHJ as of Q3 2022.

Strategic Asset Management held 480 shares of Schwab 1-5 Year Corporate Bond ETF worth $3K as of Q3 2022.
Strategic Asset Management sold 4,316 Schwab 1-5 Year Corporate Bond ETF shares in Q3 2022, an estimated $102K.
Schwab 1-5 Year Corporate Bond ETF made up 0.01% of Strategic Asset Management's portfolio in Q3 2022, its #524 holding.
Strategic Asset Management first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q3 2021 and has held it in 5 quarters since.
Strategic Asset Management's Schwab 1-5 Year Corporate Bond ETF position peaked at $378K in Q4 2021.
82 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q3 2022.

Based on Strategic Asset Management's 13F filing for Q3 2022, filed 1 Nov 2022.