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

Other funds holding SCHJ

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

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

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

FLC Capital Advisors Palm Desert, California $560M AUM 18.17% 1-Year Est. Return

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

Citadel Advisors

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Kaizen Financial Strategies Campbell, California $236M AUM 28.3% 1-Year Est. Return