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

Next 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
2021 Q4	$229K	Buy	9,072 +2,300	+34%	+$58.3K	0.02%	843
2021 Q3	$173K	Sell	6,772 -3,962	-37%	-$101K	0.01%	902
2021 Q2	$275K	Buy	10,734 +4,768	+80%	+$122K	0.02%	718
2021 Q1	$152K	Buy	+5,966	New	+$153K	0.01%	869

Other funds holding SCHJ

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

55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

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

C1AG

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

HGWM

Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return

WWG

West Wealth Group Irvine, California $506M AUM 20.16% 1-Year Est. Return

FCA

FLC Capital Advisors Palm Desert, California $622M AUM 22.85% 1-Year Est. Return

TCWP Beachwood, Ohio $40.8M AUM 31.25% 1-Year Est. Return

Copperleaf Capital Raleigh, North Carolina $209M AUM 31.88% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Next Financial Group's SCHJ Position: Q4 2021 in Review

Next Financial Group increased its Schwab 1-5 Year Corporate Bond ETF (SCHJ) stake by 34% in Q4 2021, buying an estimated $58.3K and bringing the position to 9,072 shares worth $229K. The position accounts for 0.02% of the portfolio, ranked #843.

Next Financial Group first reported a position in SCHJ in Q1 2021 and has held it in 4 quarters since. The position peaked at $275K in Q2 2021. 120 funds tracked by Wall St. Rank hold SCHJ as of Q4 2021.

Next Financial Group held 9,072 shares of Schwab 1-5 Year Corporate Bond ETF worth $229K as of Q4 2021.
Next Financial Group bought 2,300 Schwab 1-5 Year Corporate Bond ETF shares in Q4 2021, an estimated $58.3K.
Schwab 1-5 Year Corporate Bond ETF made up 0.02% of Next Financial Group's portfolio in Q4 2021, its #843 holding.
Next Financial Group first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q1 2021 and has held it in 4 quarters since.
Next Financial Group's Schwab 1-5 Year Corporate Bond ETF position peaked at $275K in Q2 2021.
120 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.