VDBMI
SCHJ icon

Van Den Berg Management I’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Van Den Berg Management I’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
Q4 		– Sell
-17,496
Closed -$434K – 112
2024
Q3 		$434K Buy
+17,496
New +$429K 0.13% 68

Other funds holding SCHJ

CM
Columbus Macro New Castle, Pennsylvania $936M AUM 12.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
MWM
Meridian Wealth Management Lexington, Kentucky $2.85B AUM 31.23% 1-Year Est. Return
WWWM
White Wing Wealth Management The Wodlands, Texas $192M AUM 23.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Van Den Berg Management I's SCHJ Position: Q4 2024 in Review

Van Den Berg Management I sold out of Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q4 2024, closing a stake of 17,496 shares — an estimated $434K sold.

Van Den Berg Management I first reported a position in SCHJ in Q3 2024 and held it in 1 quarter. The position peaked at $434K in Q3 2024. 109 funds tracked by Wall St. Rank hold SCHJ as of Q4 2024.

  • Van Den Berg Management I reported no remaining Schwab 1-5 Year Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Van Den Berg Management I sold 17,496 Schwab 1-5 Year Corporate Bond ETF shares in Q4 2024, an estimated $434K.
  • Van Den Berg Management I first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q3 2024 and held it in 1 quarter.
  • Van Den Berg Management I's Schwab 1-5 Year Corporate Bond ETF position peaked at $434K in Q3 2024.
  • 109 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q4 2024.

Based on Van Den Berg Management I's 13F filing for Q4 2024, filed 14 Feb 2025.