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FFG Retirement Advisors’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

FFG Retirement Advisors’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
-25,996
Closed -$609K – 39
2022
Q4 		$609K Buy
+25,996
New +$606K 0.56% 35

Other funds holding SCHJ

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Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
TC
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
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

FFG Retirement Advisors's SCHJ Position: Q1 2023 in Review

FFG Retirement Advisors sold out of Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q1 2023, closing a stake of 25,996 shares — an estimated $609K sold.

FFG Retirement Advisors first reported a position in SCHJ in Q4 2022 and held it in 1 quarter. The position peaked at $609K in Q4 2022. 75 funds tracked by Wall St. Rank hold SCHJ as of Q1 2023.

  • FFG Retirement Advisors reported no remaining Schwab 1-5 Year Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • FFG Retirement Advisors sold 25,996 Schwab 1-5 Year Corporate Bond ETF shares in Q1 2023, an estimated $609K.
  • FFG Retirement Advisors first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q4 2022 and held it in 1 quarter.
  • FFG Retirement Advisors's Schwab 1-5 Year Corporate Bond ETF position peaked at $609K in Q4 2022.
  • 75 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q1 2023.

Based on FFG Retirement Advisors's 13F filing for Q1 2023, filed 11 May 2023.