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

WealthSource 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
2022 Q1	–	Sell	-35,436	Closed	-$896K	–	617
2021 Q4	$896K	Sell	35,436 -8,484	-19%	-$215K	0.07%	202
2021 Q3	$1.12M	Buy	43,920 +1,832	+4%	+$46.9K	0.1%	160
2021 Q2	$1.08M	Buy	42,088 +23,248	+123%	+$595K	0.1%	155
2021 Q1	$480K	Buy	+18,840	New	+$482K	0.05%	248

Other funds holding SCHJ

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

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

C1AG

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

FCA

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

FANJ

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

KFS

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

WealthSource Partners's SCHJ Position: Q1 2022 in Review

WealthSource Partners sold out of Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q1 2022, closing a stake of 35,436 shares — an estimated $896K sold.

WealthSource Partners first reported a position in SCHJ in Q1 2021 and held it in 4 quarters. The position peaked at $1.12M in Q3 2021. 91 funds tracked by Wall St. Rank hold SCHJ as of Q1 2022.

WealthSource Partners reported no remaining Schwab 1-5 Year Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
WealthSource Partners sold 35,436 Schwab 1-5 Year Corporate Bond ETF shares in Q1 2022, an estimated $896K.
WealthSource Partners first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q1 2021 and held it in 4 quarters.
WealthSource Partners's Schwab 1-5 Year Corporate Bond ETF position peaked at $1.12M in Q3 2021.
91 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q1 2022.

Based on WealthSource Partners's 13F filing for Q1 2022, filed 9 May 2022.