TC
SCHJ icon

TAP Consulting’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

TAP Consulting’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
2024
Q4 		$8.14M Buy
334,109
+5,395
+2% +$132K 1.67% 11
2024
Q3 		$8.15M Buy
328,714
+17,480
+6% +$429K 1.6% 11
2024
Q2 		$7.51M Buy
311,234
+26,292
+9% +$632K 1.59% 9
2024
Q1 		$6.89M Buy
284,942
+111,270
+64% +$2.68M 1.51% 10
2023
Q4 		$4.2M Sell
173,672
-204,594
-54% -$4.84M 1% 28
2023
Q3 		$8.88M Buy
378,266
+8,252
+2% +$195K 2.29% 8
2023
Q2 		$8.75M Sell
370,014
-5,566
-1% -$132K 2.15% 8
2023
Q1 		$8.93M Sell
375,580
-9,474
-2% -$224K 2.19% 8
2022
Q4 		$9.03M Buy
385,054
+4,286
+1% +$99.9K 2.37% 6
2022
Q3 		$8.81M Sell
380,768
-3,706
-1% -$88K 2.36% 5
2022
Q2 		$9.13M Buy
384,474
+209,680
+120% +$5.01M 2.53% 7
2022
Q1 		$4.24M Buy
174,794
+71,216
+69% +$1.76M 1.11% 30
2021
Q4 		$2.62M Buy
+103,578
New +$2.62M 0.6% 49

Other funds holding SCHJ

CM
Columbus Macro New Castle, Pennsylvania $936M AUM 12.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MWM
Meridian Wealth Management Lexington, Kentucky $2.85B AUM 31.23% 1-Year Est. Return
WWWM
White Wing Wealth Management The Wodlands, Texas $192M AUM 23.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
KC
Kades & Cheifetz Berwyn, Pennsylvania $195M AUM 11.87% 1-Year Est. Return

TAP Consulting's SCHJ Position: Q4 2024 in Review

TAP Consulting increased its Schwab 1-5 Year Corporate Bond ETF (SCHJ) stake by 1.6% in Q4 2024, buying an estimated $132K and bringing the position to 334,109 shares worth $8.14M. The position accounts for 1.67% of the portfolio, ranked #11.

TAP Consulting first reported a position in SCHJ in Q4 2021 and has held it in 13 quarters since. The position peaked at $9.13M in Q2 2022. 109 funds tracked by Wall St. Rank hold SCHJ as of Q4 2024.

  • TAP Consulting held 334,109 shares of Schwab 1-5 Year Corporate Bond ETF worth $8.14M as of Q4 2024.
  • TAP Consulting bought 5,395 Schwab 1-5 Year Corporate Bond ETF shares in Q4 2024, an estimated $132K.
  • Schwab 1-5 Year Corporate Bond ETF made up 1.67% of TAP Consulting's portfolio in Q4 2024, its #11 holding.
  • TAP Consulting first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q4 2021 and has held it in 13 quarters since.
  • TAP Consulting's Schwab 1-5 Year Corporate Bond ETF position peaked at $9.13M in Q2 2022.
  • 109 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q4 2024.

Based on TAP Consulting's 13F filing for Q4 2024, filed 11 Feb 2025.