VisionPoint Advisory Group’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

VisionPoint Advisory Group’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
2023 Q3	–	Sell	-2	Closed	-$47	–	808
2023 Q2	$47	Buy	+2	New	+$47	﹤0.01%	613

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Kades & Cheifetz Berwyn, Pennsylvania $195M AUM 11.87% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $537M AUM 18.21% 1-Year Est. Return

VisionPoint Advisory Group's SCHJ Position: Q3 2023 in Review

VisionPoint Advisory Group sold out of Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q3 2023, closing a stake of 2 shares — an estimated $47 sold.

VisionPoint Advisory Group first reported a position in SCHJ in Q2 2023 and held it in 1 quarter. The position peaked at $47 in Q2 2023. 76 funds tracked by Wall St. Rank hold SCHJ as of Q3 2023.

VisionPoint Advisory Group reported no remaining Schwab 1-5 Year Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
VisionPoint Advisory Group sold 2 Schwab 1-5 Year Corporate Bond ETF shares in Q3 2023, an estimated $47.
VisionPoint Advisory Group first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q2 2023 and held it in 1 quarter.
VisionPoint Advisory Group's Schwab 1-5 Year Corporate Bond ETF position peaked at $47 in Q2 2023.
76 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q3 2023.

Based on VisionPoint Advisory Group's 13F filing for Q3 2023, filed 6 Dec 2023.