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

WealthPLAN Partners’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 Q4	–	Sell	-25,244	Closed	-$637K	–	392
2021 Q3	$637K	Sell	25,244 -1,736	-6%	-$44.4K	0.04%	220
2021 Q2	$689K	Buy	26,980 +3,812	+16%	+$97.5K	0.05%	197
2021 Q1	$592K	Buy	23,168 +13,436	+138%	+$344K	0.05%	203
2020 Q4	$250K	Buy	+9,732	New	+$251K	0.02%	292

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

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

Client 1st Advisory Group Dunedin, Florida $372M AUM 22.43% 1-Year Est. Return

Horst & Graben Wealth Management Portland, Oregon $729M AUM 16.55% 1-Year Est. Return

West Wealth Group Irvine, California $506M AUM 20.16% 1-Year Est. Return

FLC Capital Advisors Palm Desert, California $551M AUM 18.17% 1-Year Est. Return

TCWP Beachwood, Ohio $40.8M AUM 31.25% 1-Year Est. Return

Copperleaf Capital Raleigh, North Carolina $209M AUM 31.88% 1-Year Est. Return

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