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

Patriot Financial Group Insurance Agency’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 Q3	–	Sell	-8,612	Closed	-$204K	–	1665
2022 Q2	$204K	Sell	8,612 -3,020	-26%	-$72.2K	0.04%	375
2022 Q1	$282K	Sell	11,632 -54,208	-82%	-$1.34M	0.05%	339
2021 Q4	$1.66M	Sell	65,840 -24,492	-27%	-$621K	0.28%	73
2021 Q3	$2.31M	Sell	90,332 -14,240	-14%	-$364K	0.41%	45
2021 Q2	$2.68M	Buy	104,572 +31,670	+43%	+$810K	0.49%	31
2021 Q1	$1.86M	Buy	+72,902	New	+$1.87M	0.43%	35

Other funds holding SCHJ

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

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

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

BAM

Baldrige Asset Management Allentown, Pennsylvania $244M AUM 5.81% 1-Year Est. Return

FCA

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

FANJ

Financial Architects (New Jersey) Marlton, New Jersey $663M AUM 15.53% 1-Year Est. Return

IWC

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

C1AG

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

KFS

Kaizen Financial Strategies Campbell, California $308M AUM 41.73% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Patriot Financial Group Insurance Agency's SCHJ Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q3 2022, closing a stake of 8,612 shares — an estimated $204K sold.

Patriot Financial Group Insurance Agency first reported a position in SCHJ in Q1 2021 and held it in 6 quarters. The position peaked at $2.68M in Q2 2021. 82 funds tracked by Wall St. Rank hold SCHJ as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Schwab 1-5 Year Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 8,612 Schwab 1-5 Year Corporate Bond ETF shares in Q3 2022, an estimated $204K.
Patriot Financial Group Insurance Agency first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q1 2021 and held it in 6 quarters.
Patriot Financial Group Insurance Agency's Schwab 1-5 Year Corporate Bond ETF position peaked at $2.68M in Q2 2021.
82 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.