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

TRUADVICE’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
2021
Q3 		– Sell
-62,888
Closed -$1.61M – 256
2021
Q2 		$1.61M Sell
62,888
-37,998
-38% -$972K 0.35% 74
2021
Q1 		$2.58M Buy
100,886
+34,432
+52% +$881K 0.76% 32
2020
Q4 		$1.71M Buy
+66,454
New +$1.71M 0.52% 44

Other funds holding SCHJ

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return
C1AG
Client 1st Advisory Group Dunedin, Florida $384M AUM 22.43% 1-Year Est. Return
HGWM
Horst & Graben Wealth Management Portland, Oregon $729M AUM 16.55% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
VFM
Vivid Financial Management Orcutt, California $268M AUM 18.21% 1-Year Est. Return
AIC
Ameritas Investment Company Lincoln, Nebraska $2.17B AUM 26.5% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $719M AUM 20.03% 1-Year Est. Return

TRUADVICE's SCHJ Position: Q3 2021 in Review

TRUADVICE sold out of Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q3 2021, closing a stake of 62,888 shares — an estimated $1.61M sold.

TRUADVICE first reported a position in SCHJ in Q4 2020 and held it in 3 quarters. The position peaked at $2.58M in Q1 2021. 99 funds tracked by Wall St. Rank hold SCHJ as of Q3 2021.

  • TRUADVICE reported no remaining Schwab 1-5 Year Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
  • TRUADVICE sold 62,888 Schwab 1-5 Year Corporate Bond ETF shares in Q3 2021, an estimated $1.61M.
  • TRUADVICE first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q4 2020 and held it in 3 quarters.
  • TRUADVICE's Schwab 1-5 Year Corporate Bond ETF position peaked at $2.58M in Q1 2021.
  • 99 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q3 2021.

Based on TRUADVICE's 13F filing for Q3 2021, filed 9 Nov 2021.