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Concourse Financial Group Securities’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Concourse Financial Group Securities’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
Q4 		– Sell
-2,588
Closed -$61.3K – 2379
2023
Q3 		$60.8K Buy
+2,588
New +$61K ﹤0.01% 1007

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CM
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Susquehanna International Group
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Jane Street
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Concourse Financial Group Securities's SCHJ Position: Q4 2023 in Review

Concourse Financial Group Securities sold out of Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q4 2023, closing a stake of 2,588 shares — an estimated $61.3K sold.

Concourse Financial Group Securities first reported a position in SCHJ in Q3 2023 and held it in 1 quarter. The position peaked at $60.8K in Q3 2023. 90 funds tracked by Wall St. Rank hold SCHJ as of Q4 2023.

  • Concourse Financial Group Securities reported no remaining Schwab 1-5 Year Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Concourse Financial Group Securities sold 2,588 Schwab 1-5 Year Corporate Bond ETF shares in Q4 2023, an estimated $61.3K.
  • Concourse Financial Group Securities first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q3 2023 and held it in 1 quarter.
  • Concourse Financial Group Securities's Schwab 1-5 Year Corporate Bond ETF position peaked at $60.8K in Q3 2023.
  • 90 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q4 2023.

Based on Concourse Financial Group Securities's 13F filing for Q4 2023, filed 7 Feb 2024.