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

Merit Financial 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
2023 Q2	–	Sell	-8,518	Closed	-$203K	–	761
2023 Q1	$203K	Sell	8,518 -5,750	-40%	-$136K	0.01%	590
2022 Q4	$335K	Buy	+14,268	New	+$333K	0.01%	518

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

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

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

FANJ

Financial Architects (New Jersey) Marlton, New Jersey $663M AUM 15.53% 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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $537M AUM 18.21% 1-Year Est. Return

Merit Financial Group's SCHJ Position: Q2 2023 in Review

Merit Financial Group sold out of Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q2 2023, closing a stake of 8,518 shares — an estimated $203K sold.

Merit Financial Group first reported a position in SCHJ in Q4 2022 and held it in 2 quarters. The position peaked at $335K in Q4 2022. 71 funds tracked by Wall St. Rank hold SCHJ as of Q2 2023.

Merit Financial Group reported no remaining Schwab 1-5 Year Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
Merit Financial Group sold 8,518 Schwab 1-5 Year Corporate Bond ETF shares in Q2 2023, an estimated $203K.
Merit Financial Group first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q4 2022 and held it in 2 quarters.
Merit Financial Group's Schwab 1-5 Year Corporate Bond ETF position peaked at $335K in Q4 2022.
71 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q2 2023.

Based on Merit Financial Group's 13F filing for Q2 2023, filed 1 Aug 2023.