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Triad Wealth Partners’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Triad Wealth Partners’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
2024
Q3 		– Sell
-4
Closed -$94 – 739
2024
Q2 		$94 Buy
+4
New +$96 ﹤0.01% 954

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Triad Wealth Partners's SCHJ Position: Q3 2024 in Review

Triad Wealth Partners sold out of Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q3 2024, closing a stake of 4 shares — an estimated $94 sold.

Triad Wealth Partners first reported a position in SCHJ in Q2 2024 and held it in 1 quarter. The position peaked at $94 in Q2 2024. 102 funds tracked by Wall St. Rank hold SCHJ as of Q3 2024.

  • Triad Wealth Partners reported no remaining Schwab 1-5 Year Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 4 Schwab 1-5 Year Corporate Bond ETF shares in Q3 2024, an estimated $94.
  • Triad Wealth Partners first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Schwab 1-5 Year Corporate Bond ETF position peaked at $94 in Q2 2024.
  • 102 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.