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

TNF’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 Q3	–	Sell	-10,208	Closed	-$241K	–	100
2023 Q2	$241K	Hold	10,208	–	–	0.11%	85
2023 Q1	$244K	Sell	10,208 -372	-4%	-$8.79K	0.11%	86
2022 Q4	$251K	Sell	10,580 -366	-3%	-$8.53K	0.11%	90
2022 Q3	$253K	Sell	10,946 -5,016	-31%	-$119K	0.13%	83
2022 Q2	$382K	Sell	15,962 -4,764	-23%	-$114K	0.18%	63
2022 Q1	$496K	Sell	20,726 -139,012	-87%	-$3.44M	0.22%	59
2021 Q4	$4.01M	Buy	159,738 +5,020	+3%	+$127K	1.68%	14
2021 Q3	$3.9M	Buy	+154,718	New	+$3.96M	1.68%	14

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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

Kades & Cheifetz Berwyn, Pennsylvania $195M AUM 11.87% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $537M AUM 18.21% 1-Year Est. Return

TNF's SCHJ Position: Q3 2023 in Review

TNF sold out of Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q3 2023, closing a stake of 10,208 shares — an estimated $241K sold.

TNF first reported a position in SCHJ in Q3 2021 and held it in 8 quarters. The position peaked at $4.01M in Q4 2021. 76 funds tracked by Wall St. Rank hold SCHJ as of Q3 2023.

TNF reported no remaining Schwab 1-5 Year Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
TNF sold 10,208 Schwab 1-5 Year Corporate Bond ETF shares in Q3 2023, an estimated $241K.
TNF first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q3 2021 and held it in 8 quarters.
TNF's Schwab 1-5 Year Corporate Bond ETF position peaked at $4.01M in Q4 2021.
76 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q3 2023.

Based on TNF's 13F filing for Q3 2023, filed 20 Oct 2023.