1IA
SCHJ icon

1620 Investment Advisors’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

1620 Investment 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
-200
Closed -$4.99K – 672
2025
Q3 		$4.99K Buy
+200
New +$4.97K ﹤0.01% 517

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
CM
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SW
SlateStone Wealth Jupiter, Florida $1.21B AUM 21.86% 1-Year Est. Return
Wealth Enhancement Advisory Services
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

1620 Investment Advisors's SCHJ Position: Q4 2025 in Review

1620 Investment Advisors sold out of Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q4 2025, closing a stake of 200 shares — an estimated $4.99K sold.

1620 Investment Advisors first reported a position in SCHJ in Q3 2025 and held it in 1 quarter. The position peaked at $4.99K in Q3 2025. 127 funds tracked by Wall St. Rank hold SCHJ as of Q4 2025.

  • 1620 Investment Advisors reported no remaining Schwab 1-5 Year Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • 1620 Investment Advisors sold 200 Schwab 1-5 Year Corporate Bond ETF shares in Q4 2025, an estimated $4.99K.
  • 1620 Investment Advisors first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q3 2025 and held it in 1 quarter.
  • 1620 Investment Advisors's Schwab 1-5 Year Corporate Bond ETF position peaked at $4.99K in Q3 2025.
  • 127 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q4 2025.

Based on 1620 Investment Advisors's 13F filing for Q4 2025, filed 5 Feb 2026.