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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

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5L
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Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
C1AG
Client 1st Advisory Group Dunedin, Florida $384M AUM 22.43% 1-Year Est. Return
HGWM
Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return
WWG
West Wealth Group Irvine, California $611M AUM 26.21% 1-Year Est. Return
FCA
FLC Capital Advisors Palm Desert, California $622M AUM 22.85% 1-Year Est. Return
T
TCWP Beachwood, Ohio $40.8M AUM 31.25% 1-Year Est. Return
CC
Copperleaf Capital Raleigh, North Carolina $209M AUM 31.88% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

WealthPLAN Partners's SCHJ Position: Q4 2021 in Review

WealthPLAN Partners sold out of Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q4 2021, closing a stake of 25,244 shares — an estimated $637K sold.

WealthPLAN Partners first reported a position in SCHJ in Q4 2020 and held it in 4 quarters. The position peaked at $689K in Q2 2021. 120 funds tracked by Wall St. Rank hold SCHJ as of Q4 2021.

  • WealthPLAN Partners reported no remaining Schwab 1-5 Year Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
  • WealthPLAN Partners sold 25,244 Schwab 1-5 Year Corporate Bond ETF shares in Q4 2021, an estimated $637K.
  • WealthPLAN Partners first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q4 2020 and held it in 4 quarters.
  • WealthPLAN Partners's Schwab 1-5 Year Corporate Bond ETF position peaked at $689K in Q2 2021.
  • 120 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q4 2021.

Based on WealthPLAN Partners's 13F filing for Q4 2021, filed 1 Feb 2022.