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

TCWP’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 		– Sell
-9,534
Closed -$226K – 291
2022
Q2 		$226K Sell
9,534
-11,132
-54% -$266K 0.05% 240
2022
Q1 		$501K Sell
20,666
-267,404
-93% -$6.61M 0.09% 146
2021
Q4 		$7.28M Buy
+288,070
New +$7.3M 1.44% 16

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

TCWP's SCHJ Position: Q3 2022 in Review

TCWP sold out of Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q3 2022, closing a stake of 9,534 shares — an estimated $226K sold.

TCWP first reported a position in SCHJ in Q4 2021 and held it in 3 quarters. The position peaked at $7.28M in Q4 2021. 82 funds tracked by Wall St. Rank hold SCHJ as of Q3 2022.

  • TCWP reported no remaining Schwab 1-5 Year Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
  • TCWP sold 9,534 Schwab 1-5 Year Corporate Bond ETF shares in Q3 2022, an estimated $226K.
  • TCWP first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q4 2021 and held it in 3 quarters.
  • TCWP's Schwab 1-5 Year Corporate Bond ETF position peaked at $7.28M in Q4 2021.
  • 82 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q3 2022.

Based on TCWP's 13F filing for Q3 2022, filed 14 Nov 2022.