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

PFG 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
2025 Q4	–	Sell	-11,021	Closed	-$275K	–	852
2025 Q3	$275K	Buy	+11,021	New	+$274K	0.01%	708
2022 Q4	–	Sell	-13,794	Closed	-$319K	–	582
2022 Q3	$319K	Buy	+13,794	New	+$327K	0.04%	406
2022 Q1	–	Sell	-84,836	Closed	-$2.14M	–	516
2021 Q4	$2.14M	Buy	84,836 +11,932	+16%	+$302K	0.21%	137
2021 Q3	$1.86M	Buy	72,904 +38,424	+111%	+$983K	0.21%	154
2021 Q2	$882K	Buy	+34,480	New	+$882K	0.1%	256

Other funds holding SCHJ

HIC

Hamrick Investment Counsel Seattle, Washington $180M AUM

HIC

Hartline Investment Corp Winnetka, Illinois $909M AUM 45.7% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $936M AUM 12.9% 1-Year Est. Return

WWWM

White Wing Wealth Management The Wodlands, Texas $192M AUM 23.21% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

SlateStone Wealth Jupiter, Florida $1.21B AUM 21.86% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CIA

Cape Investment Advisory Mcdonough, Georgia $301M AUM 15.49% 1-Year Est. Return

MWM

Meridian Wealth Management Lexington, Kentucky $2.85B AUM 31.23% 1-Year Est. Return

PFG Advisors's SCHJ Position: Q4 2025 in Review

PFG Advisors sold out of Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q4 2025, closing a stake of 11,021 shares — an estimated $275K sold.

PFG Advisors first reported a position in SCHJ in Q2 2021 and held it in 5 quarters. The position peaked at $2.14M in Q4 2021. 127 funds tracked by Wall St. Rank hold SCHJ as of Q4 2025.

PFG Advisors reported no remaining Schwab 1-5 Year Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
PFG Advisors sold 11,021 Schwab 1-5 Year Corporate Bond ETF shares in Q4 2025, an estimated $275K.
PFG Advisors first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q2 2021 and held it in 5 quarters.
PFG Advisors's Schwab 1-5 Year Corporate Bond ETF position peaked at $2.14M in Q4 2021.
127 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q4 2025.

Based on PFG Advisors's 13F filing for Q4 2025, filed 27 Jan 2026.