TF
SCHJ icon

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

Tompkins 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
2020
Q2 		– Sell
-54
Closed -$1K – 413
2020
Q1 		$1K Buy
+54
New +$1.34K ﹤0.01% 402

Other funds holding SCHJ

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
FANJ
Financial Architects (New Jersey) Marlton, New Jersey $663M AUM 15.53% 1-Year Est. Return
WCM
Washburn Capital Management Vero Beach, Florida $172M AUM 25.41% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
ATWA
Arbor Trust Wealth Advisors Ann Arbor, Michigan $228M AUM 17.56% 1-Year Est. Return
IC
InterOcean Capital Chicago, Illinois $1.32B AUM 8.47% 1-Year Est. Return

Tompkins Financial's SCHJ Position: Q2 2020 in Review

Tompkins Financial sold out of Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q2 2020, closing a stake of 54 shares — an estimated $1K sold.

Tompkins Financial first reported a position in SCHJ in Q1 2020 and held it in 1 quarter. The position peaked at $1K in Q1 2020. 17 funds tracked by Wall St. Rank hold SCHJ as of Q2 2020.

  • Tompkins Financial reported no remaining Schwab 1-5 Year Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Tompkins Financial sold 54 Schwab 1-5 Year Corporate Bond ETF shares in Q2 2020, an estimated $1K.
  • Tompkins Financial first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q1 2020 and held it in 1 quarter.
  • Tompkins Financial's Schwab 1-5 Year Corporate Bond ETF position peaked at $1K in Q1 2020.
  • 17 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q2 2020.

Based on Tompkins Financial's 13F filing for Q2 2020, filed 29 Jul 2020.