Vision Capital Management’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Vision Capital Management’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
2022 Q3	–	Sell	-31,972	Closed	-$759K	–	96
2022 Q2	$759K	Buy	31,972 +10,774	+51%	+$258K	0.14%	74
2022 Q1	$515K	Buy	21,198 +3,212	+18%	+$79.4K	0.08%	82
2021 Q4	$455K	Buy	+17,986	New	+$456K	0.07%	89

Other funds holding SCHJ

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

BAM

Baldrige Asset Management Allentown, Pennsylvania $244M AUM 5.81% 1-Year Est. Return

FCA

FLC Capital Advisors Palm Desert, California $560M AUM 18.17% 1-Year Est. Return

FANJ

Financial Architects (New Jersey) Marlton, New Jersey $663M AUM 15.53% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

C1AG

Client 1st Advisory Group Dunedin, Florida $384M AUM 22.43% 1-Year Est. Return

KFS

Kaizen Financial Strategies Campbell, California $236M AUM 28.3% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Vision Capital Management's SCHJ Position: Q3 2022 in Review

Vision Capital Management sold out of Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q3 2022, closing a stake of 31,972 shares — an estimated $759K sold.

Vision Capital Management first reported a position in SCHJ in Q4 2021 and held it in 3 quarters. The position peaked at $759K in Q2 2022. 82 funds tracked by Wall St. Rank hold SCHJ as of Q3 2022.

Vision Capital Management reported no remaining Schwab 1-5 Year Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
Vision Capital Management sold 31,972 Schwab 1-5 Year Corporate Bond ETF shares in Q3 2022, an estimated $759K.
Vision Capital Management first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q4 2021 and held it in 3 quarters.
Vision Capital Management's Schwab 1-5 Year Corporate Bond ETF position peaked at $759K in Q2 2022.
82 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q3 2022.

Based on Vision Capital Management's 13F filing for Q3 2022, filed 21 Oct 2022.