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

Range 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 Q1	–	Sell	-22,160	Closed	-$520K	–	183
2022 Q4	$520K	Sell	22,160 -4,536	-17%	-$106K	0.35%	110
2022 Q3	$618K	Sell	26,696 -3,432	-11%	-$81.5K	0.48%	89
2022 Q2	$715K	Sell	30,128 -3,964	-12%	-$94.8K	0.52%	80
2022 Q1	$828K	Sell	34,092 -4,634	-12%	-$115K	0.53%	79
2021 Q4	$979K	Sell	38,726 -6,550	-14%	-$166K	0.65%	63
2021 Q3	$1.16M	Buy	45,276 +1,246	+3%	+$31.9K	0.83%	44
2021 Q2	$1.13M	Buy	44,030 +20,386	+86%	+$521K	0.83%	44
2021 Q1	$603K	Buy	+23,644	New	+$605K	0.55%	77

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

IWC

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

BAM

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

FANJ

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

MHR

Matthew Hamilton Rosenberg $537M AUM 18.21% 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

Range Financial Group's SCHJ Position: Q1 2023 in Review

Range Financial Group sold out of Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q1 2023, closing a stake of 22,160 shares — an estimated $520K sold.

Range Financial Group first reported a position in SCHJ in Q1 2021 and held it in 8 quarters. The position peaked at $1.16M in Q3 2021. 75 funds tracked by Wall St. Rank hold SCHJ as of Q1 2023.

Range Financial Group reported no remaining Schwab 1-5 Year Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Range Financial Group sold 22,160 Schwab 1-5 Year Corporate Bond ETF shares in Q1 2023, an estimated $520K.
Range Financial Group first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q1 2021 and held it in 8 quarters.
Range Financial Group's Schwab 1-5 Year Corporate Bond ETF position peaked at $1.16M in Q3 2021.
75 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q1 2023.

Based on Range Financial Group's 13F filing for Q1 2023, filed 4 Apr 2023.