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

Strategic Blueprint’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 Q1	–	Sell	-26,294	Closed	-$616K	–	549
2022 Q4	$616K	Sell	26,294 -5,288	-17%	-$123K	0.07%	257
2022 Q3	$731K	Sell	31,582 -6,560	-17%	-$156K	0.09%	223
2022 Q2	$906K	Sell	38,142 -6,884	-15%	-$165K	0.11%	193
2022 Q1	$1.09M	Sell	45,026 -35,964	-44%	-$889K	0.13%	167
2021 Q4	$2.05M	Sell	80,990 -17,774	-18%	-$450K	0.26%	86
2021 Q3	$2.52M	Buy	98,764 +22,874	+30%	+$585K	0.39%	61
2021 Q2	$1.94M	Buy	75,890 +52,288	+222%	+$1.34M	0.3%	73
2021 Q1	$602K	Buy	+23,602	New	+$604K	0.13%	146

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

IWC

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BAM

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

FANJ

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

MHR

Matthew Hamilton Rosenberg $537M AUM 18.21% 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

Strategic Blueprint's SCHJ Position: Q1 2023 in Review

Strategic Blueprint sold out of Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q1 2023, closing a stake of 26,294 shares — an estimated $616K sold.

Strategic Blueprint first reported a position in SCHJ in Q1 2021 and held it in 8 quarters. The position peaked at $2.52M in Q3 2021. 75 funds tracked by Wall St. Rank hold SCHJ as of Q1 2023.

Strategic Blueprint reported no remaining Schwab 1-5 Year Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Strategic Blueprint sold 26,294 Schwab 1-5 Year Corporate Bond ETF shares in Q1 2023, an estimated $616K.
Strategic Blueprint first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q1 2021 and held it in 8 quarters.
Strategic Blueprint's Schwab 1-5 Year Corporate Bond ETF position peaked at $2.52M in Q3 2021.
75 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q1 2023.

Based on Strategic Blueprint's 13F filing for Q1 2023, filed 28 Apr 2023.