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Marshall Financial Group (Maryland)’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Marshall Financial Group (Maryland)’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
Q1 		– Sell
-13,290
Closed -$336K – 215
2021
Q4 		$336K Buy
+13,290
New +$337K 0.12% 170

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Marshall Financial Group (Maryland)'s SCHJ Position: Q1 2022 in Review

Marshall Financial Group (Maryland) sold out of Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q1 2022, closing a stake of 13,290 shares — an estimated $336K sold.

Marshall Financial Group (Maryland) first reported a position in SCHJ in Q4 2021 and held it in 1 quarter. The position peaked at $336K in Q4 2021. 91 funds tracked by Wall St. Rank hold SCHJ as of Q1 2022.

  • Marshall Financial Group (Maryland) reported no remaining Schwab 1-5 Year Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Marshall Financial Group (Maryland) sold 13,290 Schwab 1-5 Year Corporate Bond ETF shares in Q1 2022, an estimated $336K.
  • Marshall Financial Group (Maryland) first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q4 2021 and held it in 1 quarter.
  • Marshall Financial Group (Maryland)'s Schwab 1-5 Year Corporate Bond ETF position peaked at $336K in Q4 2021.
  • 91 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q1 2022.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q1 2022, filed 10 May 2022.