SFS
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Security Financial Services’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Security Financial Services’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
Q1 		– Sell
-141,086
Closed -$3.57M – 146
2021
Q4 		$3.57M Buy
+141,086
New +$3.58M 1.19% 22

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CC
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Citadel Advisors
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FANJ
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TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
Cambridge Investment Research Advisors
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Kaizen Financial Strategies Campbell, California $308M AUM 41.73% 1-Year Est. Return

Security Financial Services's SCHJ Position: Q1 2022 in Review

Security Financial Services sold out of Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q1 2022, closing a stake of 141,086 shares — an estimated $3.57M sold.

Security Financial Services first reported a position in SCHJ in Q4 2021 and held it in 1 quarter. The position peaked at $3.57M in Q4 2021. 90 funds tracked by Wall St. Rank hold SCHJ as of Q1 2022.

  • Security Financial Services reported no remaining Schwab 1-5 Year Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Security Financial Services sold 141,086 Schwab 1-5 Year Corporate Bond ETF shares in Q1 2022, an estimated $3.57M.
  • Security Financial Services first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q4 2021 and held it in 1 quarter.
  • Security Financial Services's Schwab 1-5 Year Corporate Bond ETF position peaked at $3.57M in Q4 2021.
  • 90 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q1 2022.

Based on Security Financial Services's 13F filing for Q1 2022, filed 19 Apr 2022.