Zullo Investment Group’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Zullo Investment 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
2023 Q1	–	Sell	-1,694	Closed	-$39.7K	–	596
2022 Q4	$39.7K	Sell	1,694 -812	-32%	-$18.9K	0.02%	304
2022 Q3	$58K	Sell	2,506 -678	-21%	-$16.1K	0.04%	254
2022 Q2	$76K	Sell	3,184 -886	-22%	-$21.2K	0.05%	234
2022 Q1	$99K	Buy	4,070 +2,640	+185%	+$65.3K	0.05%	227
2021 Q4	$36K	Buy	+1,430	New	+$36.2K	0.02%	344

Other funds holding SCHJ

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

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

BAM

Baldrige Asset Management Allentown, Pennsylvania $244M AUM 5.81% 1-Year Est. Return

FANJ

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

MHR

Matthew Hamilton Rosenberg $537M AUM 18.21% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Zullo Investment Group's SCHJ Position: Q1 2023 in Review

Zullo Investment Group sold out of Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q1 2023, closing a stake of 1,694 shares — an estimated $39.7K sold.

Zullo Investment Group first reported a position in SCHJ in Q4 2021 and held it in 5 quarters. The position peaked at $99K in Q1 2022. 75 funds tracked by Wall St. Rank hold SCHJ as of Q1 2023.

Zullo Investment Group reported no remaining Schwab 1-5 Year Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Zullo Investment Group sold 1,694 Schwab 1-5 Year Corporate Bond ETF shares in Q1 2023, an estimated $39.7K.
Zullo Investment Group first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q4 2021 and held it in 5 quarters.
Zullo Investment Group's Schwab 1-5 Year Corporate Bond ETF position peaked at $99K in Q1 2022.
75 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.