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West Wealth Group’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

West Wealth 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
2022
Q1 		– Sell
-369,190
Closed -$9.33M – 72
2021
Q4 		$9.33M Buy
+369,190
New +$9.36M 3.51% 9

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C1AG
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FCA
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CC
Copperleaf Capital Raleigh, North Carolina $209M AUM 31.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
FANJ
Financial Architects (New Jersey) Marlton, New Jersey $663M AUM 15.53% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KFS
Kaizen Financial Strategies Campbell, California $308M AUM 41.73% 1-Year Est. Return

West Wealth Group's SCHJ Position: Q1 2022 in Review

West Wealth Group sold out of Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q1 2022, closing a stake of 369,190 shares — an estimated $9.33M sold.

West Wealth Group first reported a position in SCHJ in Q4 2021 and held it in 1 quarter. The position peaked at $9.33M in Q4 2021. 90 funds tracked by Wall St. Rank hold SCHJ as of Q1 2022.

  • West Wealth Group reported no remaining Schwab 1-5 Year Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
  • West Wealth Group sold 369,190 Schwab 1-5 Year Corporate Bond ETF shares in Q1 2022, an estimated $9.33M.
  • West Wealth Group first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q4 2021 and held it in 1 quarter.
  • West Wealth Group's Schwab 1-5 Year Corporate Bond ETF position peaked at $9.33M in Q4 2021.
  • 90 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q1 2022.

Based on West Wealth Group's 13F filing for Q1 2022, filed 5 May 2022.