Stratos Wealth Advisors’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Stratos Wealth Advisors’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 Q2	–	Sell	-8,646	Closed	-$210K	–	546
2022 Q1	$210K	Sell	8,646 -115,052	-93%	-$2.85M	0.02%	499
2021 Q4	$3.13M	Sell	123,698 -39,428	-24%	-$999K	0.23%	133
2021 Q3	$4.16M	Sell	163,126 -37,080	-19%	-$949K	0.36%	72
2021 Q2	$5.12M	Buy	200,206 +111,744	+126%	+$2.86M	0.45%	52
2021 Q1	$2.25M	Buy	+88,462	New	+$2.26M	0.24%	114

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

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

FCA

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

AWS

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

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

BAM

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

C1AG

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

IWC

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

KFS

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

Stratos Wealth Advisors's SCHJ Position: Q2 2022 in Review

Stratos Wealth Advisors sold out of Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q2 2022, closing a stake of 8,646 shares — an estimated $210K sold.

Stratos Wealth Advisors first reported a position in SCHJ in Q1 2021 and held it in 5 quarters. The position peaked at $5.12M in Q2 2021. 85 funds tracked by Wall St. Rank hold SCHJ as of Q2 2022.

Stratos Wealth Advisors reported no remaining Schwab 1-5 Year Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
Stratos Wealth Advisors sold 8,646 Schwab 1-5 Year Corporate Bond ETF shares in Q2 2022, an estimated $210K.
Stratos Wealth Advisors first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q1 2021 and held it in 5 quarters.
Stratos Wealth Advisors's Schwab 1-5 Year Corporate Bond ETF position peaked at $5.12M in Q2 2021.
85 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q2 2022.

Based on Stratos Wealth Advisors's 13F filing for Q2 2022, filed 22 Jul 2022.