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FIG FINANCIAL ADVISORY SERVICES INC /ADV’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

FIG FINANCIAL ADVISORY SERVICES INC /ADV’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
2025
Q1 		– Sell
-17,824
Closed -$434K – 91
2024
Q4 		$434K Buy
+17,824
New +$437K 0.3% 60

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FIG FINANCIAL ADVISORY SERVICES INC /ADV's SCHJ Position: Q1 2025 in Review

FIG FINANCIAL ADVISORY SERVICES INC /ADV sold out of Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q1 2025, closing a stake of 17,824 shares — an estimated $434K sold.

FIG FINANCIAL ADVISORY SERVICES INC /ADV first reported a position in SCHJ in Q4 2024 and held it in 1 quarter. The position peaked at $434K in Q4 2024. 117 funds tracked by Wall St. Rank hold SCHJ as of Q1 2025.

  • FIG FINANCIAL ADVISORY SERVICES INC /ADV reported no remaining Schwab 1-5 Year Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV sold 17,824 Schwab 1-5 Year Corporate Bond ETF shares in Q1 2025, an estimated $434K.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q4 2024 and held it in 1 quarter.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV's Schwab 1-5 Year Corporate Bond ETF position peaked at $434K in Q4 2024.
  • 117 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q1 2025.

Based on FIG FINANCIAL ADVISORY SERVICES INC /ADV's 13F filing for Q1 2025, filed 10 Aug 2026.