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

Washburn 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
2021 Q2	–	Sell	-106,378	Closed	-$2.71M	–	57
2021 Q1	$2.71M	Sell	106,378 -20,974	-16%	-$537K	1.84%	13
2020 Q4	$3.27M	Buy	127,352 +44,560	+54%	+$1.15M	2.27%	13
2020 Q3	$2.13M	Buy	82,792 +32,884	+66%	+$847K	1.68%	15
2020 Q2	$1.28M	Buy	49,908 +30	+0.1%	+$757	1.18%	22
2020 Q1	$1.22M	Buy	+49,878	New	+$1.24M	1.67%	14

Other funds holding SCHJ

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

55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

HGWM

Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return

C1AG

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

PWA

Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return

VFM

Vivid Financial Management Orcutt, California $268M AUM 18.21% 1-Year Est. Return

CWA

Clearview Wealth Advisors Salem, Oregon $158M AUM 14.25% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Washburn Capital Management's SCHJ Position: Q2 2021 in Review

Washburn Capital Management sold out of Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q2 2021, closing a stake of 106,378 shares — an estimated $2.71M sold.

Washburn Capital Management first reported a position in SCHJ in Q1 2020 and held it in 5 quarters. The position peaked at $3.27M in Q4 2020. 78 funds tracked by Wall St. Rank hold SCHJ as of Q2 2021.

Washburn Capital Management reported no remaining Schwab 1-5 Year Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
Washburn Capital Management sold 106,378 Schwab 1-5 Year Corporate Bond ETF shares in Q2 2021, an estimated $2.71M.
Washburn Capital Management first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q1 2020 and held it in 5 quarters.
Washburn Capital Management's Schwab 1-5 Year Corporate Bond ETF position peaked at $3.27M in Q4 2020.
78 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q2 2021.

Based on Washburn Capital Management's 13F filing for Q2 2021, filed 2 Aug 2021.