First National Corp’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

First National Corp’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
2022 Q4	–	Sell	-35,542	Closed	-$823K	–	161
2022 Q3	$823K	Sell	35,542 -6,750	-16%	-$160K	0.23%	79
2022 Q2	$1M	Sell	42,292 -70,484	-62%	-$1.69M	0.26%	74
2022 Q1	$2.74M	Buy	112,776 +46,660	+71%	+$1.15M	0.58%	40
2021 Q4	$1.67M	Buy	+66,116	New	+$1.68M	0.37%	50

Other funds holding SCHJ

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

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

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

RFG

RFP Financial Group Atlanta, Georgia $184M AUM 16.06% 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

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

C1AG

Client 1st Advisory Group Dunedin, Florida $384M AUM 22.43% 1-Year Est. Return

First National Corp's SCHJ Position: Q4 2022 in Review

First National Corp sold out of Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q4 2022, closing a stake of 35,542 shares — an estimated $823K sold.

First National Corp first reported a position in SCHJ in Q4 2021 and held it in 4 quarters. The position peaked at $2.74M in Q1 2022. 92 funds tracked by Wall St. Rank hold SCHJ as of Q4 2022.

First National Corp reported no remaining Schwab 1-5 Year Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
First National Corp sold 35,542 Schwab 1-5 Year Corporate Bond ETF shares in Q4 2022, an estimated $823K.
First National Corp first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q4 2021 and held it in 4 quarters.
First National Corp's Schwab 1-5 Year Corporate Bond ETF position peaked at $2.74M in Q1 2022.
92 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q4 2022.

Based on First National Corp's 13F filing for Q4 2022, filed 26 Jan 2023.