WWP
SCHJ icon

WR Wealth Planners’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

WR Wealth Planners’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
2024
Q4 		$18K Sell
739
-153
-17% -$3.75K 0.01% 489
2024
Q3 		$22.1K Sell
892
-2
-0.2% -$49 0.01% 465
2024
Q2 		$21.6K Sell
894
-40
-4% -$962 0.01% 435
2024
Q1 		$22.5K Buy
+934
New +$22.5K 0.01% 430
2023
Q4 		– Sell
-1,288
Closed -$30.3K – 730
2023
Q3 		$30.3K Sell
1,288
-94
-7% -$2.22K 0.01% 377
2023
Q2 		$32.7K Sell
1,382
-356
-20% -$8.45K 0.01% 374
2023
Q1 		$41.3K Sell
1,738
-82
-5% -$1.94K 0.02% 340
2022
Q4 		$42.7K Sell
1,820
-330
-15% -$7.69K 0.03% 176
2022
Q3 		$49.8K Sell
2,150
-2,084
-49% -$49.5K 0.04% 160
2022
Q2 		$101K Sell
4,234
-464
-10% -$11.1K 0.07% 126
2022
Q1 		$114K Buy
+4,698
New +$116K 0.07% 130

Other funds holding SCHJ

CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
MWM
Meridian Wealth Management Lexington, Kentucky $2.85B AUM 31.23% 1-Year Est. Return
WWWM
White Wing Wealth Management The Wodlands, Texas $192M AUM 23.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

WR Wealth Planners's SCHJ Position: Q4 2024 in Review

WR Wealth Planners reduced its Schwab 1-5 Year Corporate Bond ETF (SCHJ) stake by 17% in Q4 2024, selling an estimated $3.75K and leaving 739 shares worth $18K. The position accounts for 0.01% of the portfolio, ranked #489.

WR Wealth Planners first reported a position in SCHJ in Q1 2022 and has held it in 11 quarters since. The position peaked at $114K in Q1 2022. 109 funds tracked by Wall St. Rank hold SCHJ as of Q4 2024.

  • WR Wealth Planners held 739 shares of Schwab 1-5 Year Corporate Bond ETF worth $18K as of Q4 2024.
  • WR Wealth Planners sold 153 Schwab 1-5 Year Corporate Bond ETF shares in Q4 2024, an estimated $3.75K.
  • Schwab 1-5 Year Corporate Bond ETF made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #489 holding.
  • WR Wealth Planners first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q1 2022 and has held it in 11 quarters since.
  • WR Wealth Planners's Schwab 1-5 Year Corporate Bond ETF position peaked at $114K in Q1 2022.
  • 109 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.