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

Financial Strategies 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
2025
Q1 		– Sell
-22,350
Closed -$543K – 97
2024
Q4 		$543K Sell
22,350
-22,882
-51% -$561K 0.13% 60
2024
Q3 		$557K Buy
45,232
+22,308
+97% +$547K 0.13% 51
2024
Q2 		$555K Sell
22,924
-302
-1% -$7.26K 0.14% 48
2024
Q1 		$558K Buy
23,226
+80
+0.3% +$1.93K 0.15% 48
2023
Q4 		$559K Sell
23,146
-720
-3% -$17K 0.16% 49
2023
Q3 		$556K Buy
23,866
+4,522
+23% +$107K 0.18% 48
2023
Q2 		$457K Sell
19,344
-2,170
-10% -$51.5K 0.15% 50
2023
Q1 		$512K Buy
21,514
+3,166
+17% +$74.9K 0.2% 50
2022
Q4 		$430K Sell
18,348
-10,058
-35% -$234K 0.18% 57
2022
Q3 		$658K Sell
28,406
-4,384
-13% -$104K 0.3% 49
2022
Q2 		$779K Buy
32,790
+4,492
+16% +$107K 0.33% 41
2022
Q1 		$687K Buy
+28,298
New +$700K 0.27% 41

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
MWM
Meridian Wealth Management Lexington, Kentucky $2.85B AUM 31.23% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
SW
SlateStone Wealth Jupiter, Florida $1.31B AUM 26.51% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Financial Strategies Group's SCHJ Position: Q1 2025 in Review

Financial Strategies Group sold out of Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q1 2025, closing a stake of 22,350 shares — an estimated $543K sold.

Financial Strategies Group first reported a position in SCHJ in Q1 2022 and held it in 12 quarters. The position peaked at $779K in Q2 2022. 117 funds tracked by Wall St. Rank hold SCHJ as of Q1 2025.

  • Financial Strategies Group reported no remaining Schwab 1-5 Year Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Financial Strategies Group sold 22,350 Schwab 1-5 Year Corporate Bond ETF shares in Q1 2025, an estimated $543K.
  • Financial Strategies Group first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q1 2022 and held it in 12 quarters.
  • Financial Strategies Group's Schwab 1-5 Year Corporate Bond ETF position peaked at $779K in Q2 2022.
  • 117 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q1 2025.

Based on Financial Strategies Group's 13F filing for Q1 2025, filed 16 May 2025.