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

Toth Financial Advisory’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
Q3 		– Sell
-144
Closed -$4K – 595
2020
Q2 		$4K Buy
+144
New +$3.64K ﹤0.01% 429

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FANJ
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WCM
Washburn Capital Management Vero Beach, Florida $172M AUM 25.41% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LAIC
Lederer & Associates Investment Counsel Long Beach, California $152M AUM 19.48% 1-Year Est. Return

Toth Financial Advisory's SCHJ Position: Q3 2020 in Review

Toth Financial Advisory sold out of Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q3 2020, closing a stake of 144 shares — an estimated $4K sold.

Toth Financial Advisory first reported a position in SCHJ in Q2 2020 and held it in 1 quarter. The position peaked at $4K in Q2 2020. 19 funds tracked by Wall St. Rank hold SCHJ as of Q3 2020.

  • Toth Financial Advisory reported no remaining Schwab 1-5 Year Corporate Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Toth Financial Advisory sold 144 Schwab 1-5 Year Corporate Bond ETF shares in Q3 2020, an estimated $4K.
  • Toth Financial Advisory first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q2 2020 and held it in 1 quarter.
  • Toth Financial Advisory's Schwab 1-5 Year Corporate Bond ETF position peaked at $4K in Q2 2020.
  • 19 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q3 2020.

Based on Toth Financial Advisory's 13F filing for Q3 2020, filed 16 Oct 2020.