Teamwork Financial Advisors’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Teamwork Financial 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 Q3	–	Sell	-12,486	Closed	-$296K	–	226
2022 Q2	$296K	Sell	12,486 -3,726	-23%	-$89.1K	0.06%	174
2022 Q1	$394K	Sell	16,212 -38,132	-70%	-$943K	0.07%	185
2021 Q4	$1.37M	Sell	54,344 -23,102	-30%	-$585K	0.25%	81
2021 Q3	$1.98M	Buy	77,446 +5,644	+8%	+$144K	0.39%	46
2021 Q2	$1.84M	Buy	71,802 +37,250	+108%	+$953K	0.38%	51
2021 Q1	$881K	Buy	+34,552	New	+$884K	0.21%	102

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

Teamwork Financial Advisors's SCHJ Position: Q3 2022 in Review

Teamwork Financial Advisors sold out of Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q3 2022, closing a stake of 12,486 shares — an estimated $296K sold.

Teamwork Financial Advisors first reported a position in SCHJ in Q1 2021 and held it in 6 quarters. The position peaked at $1.98M in Q3 2021. 82 funds tracked by Wall St. Rank hold SCHJ as of Q3 2022.

Teamwork Financial Advisors reported no remaining Schwab 1-5 Year Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
Teamwork Financial Advisors sold 12,486 Schwab 1-5 Year Corporate Bond ETF shares in Q3 2022, an estimated $296K.
Teamwork Financial Advisors first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q1 2021 and held it in 6 quarters.
Teamwork Financial Advisors's Schwab 1-5 Year Corporate Bond ETF position peaked at $1.98M in Q3 2021.
82 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q3 2022.

Based on Teamwork Financial Advisors's 13F filing for Q3 2022, filed 12 Oct 2022.