FLC Capital Advisors’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

FLC Capital 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
2022 Q4	–	Sell	-193,608	Closed	-$4.48M	–	170
2022 Q3	$4.48M	Sell	193,608 -141,960	-42%	-$3.37M	1.56%	17
2022 Q2	$7.97M	Sell	335,568 -25,228	-7%	-$603K	2.66%	7
2022 Q1	$8.76M	Buy	360,796 +40,106	+13%	+$992K	2.46%	11
2021 Q4	$8.11M	Buy	320,690 +125,422	+64%	+$3.18M	2.25%	11
2021 Q3	$4.99M	Buy	195,268 +2,546	+1%	+$65.2K	1.47%	21
2021 Q2	$4.93M	Buy	192,722 +87,990	+84%	+$2.25M	1.45%	21
2021 Q1	$2.67M	Buy	+104,732	New	+$2.68M	0.84%	37

Other funds holding SCHJ

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

RFG

RFP Financial Group Atlanta, Georgia $223M AUM 23.08% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

FLC Capital Advisors's SCHJ Position: Q4 2022 in Review

FLC Capital Advisors sold out of Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q4 2022, closing a stake of 193,608 shares — an estimated $4.48M sold.

FLC Capital Advisors first reported a position in SCHJ in Q1 2021 and held it in 7 quarters. The position peaked at $8.76M in Q1 2022. 92 funds tracked by Wall St. Rank hold SCHJ as of Q4 2022.

FLC Capital Advisors reported no remaining Schwab 1-5 Year Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
FLC Capital Advisors sold 193,608 Schwab 1-5 Year Corporate Bond ETF shares in Q4 2022, an estimated $4.48M.
FLC Capital Advisors first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q1 2021 and held it in 7 quarters.
FLC Capital Advisors's Schwab 1-5 Year Corporate Bond ETF position peaked at $8.76M in Q1 2022.
92 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q4 2022.

Based on FLC Capital Advisors's 13F filing for Q4 2022, filed 30 Jan 2023.