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

TimeScale Financial’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
Q2 		$51.4K Hold
2,174
– – 0.01% 216
2023
Q1 		$51.7K Buy
+2,174
New +$51.4K 0.01% 205

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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
FANJ
Financial Architects (New Jersey) Marlton, New Jersey $663M AUM 15.53% 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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $537M AUM 18.21% 1-Year Est. Return

TimeScale Financial's SCHJ Position: Q2 2023 in Review

TimeScale Financial held its Schwab 1-5 Year Corporate Bond ETF (SCHJ) position steady in Q2 2023 at 2,174 shares worth $51.4K. The position accounts for 0.01% of the portfolio, ranked #216.

TimeScale Financial first reported a position in SCHJ in Q1 2023 and has held it in 2 quarters since. The position peaked at $51.7K in Q1 2023. 71 funds tracked by Wall St. Rank hold SCHJ as of Q2 2023.

  • TimeScale Financial held 2,174 shares of Schwab 1-5 Year Corporate Bond ETF worth $51.4K as of Q2 2023.
  • TimeScale Financial left its Schwab 1-5 Year Corporate Bond ETF share count unchanged in Q2 2023.
  • Schwab 1-5 Year Corporate Bond ETF made up 0.01% of TimeScale Financial's portfolio in Q2 2023, its #216 holding.
  • TimeScale Financial first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q1 2023 and has held it in 2 quarters since.
  • TimeScale Financial's Schwab 1-5 Year Corporate Bond ETF position peaked at $51.7K in Q1 2023.
  • 71 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q2 2023.

Based on TimeScale Financial's 13F filing for Q2 2023, filed 27 Jul 2023.