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Action Point Financial Planning’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Action Point Financial Planning’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
2026
Q2 		$34.5K Buy
+1,400
New +$34.5K ﹤0.01% 942

Other funds holding SCHJ

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Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HIC
Hamrick Investment Counsel Seattle, Washington $151M AUM
HIC
Hartline Investment Corp Winnetka, Illinois $1.15B AUM 65.07% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return
WWWM
White Wing Wealth Management The Wodlands, Texas $192M AUM 23.21% 1-Year Est. Return
SWA
Sightline Wealth Advisors Groton, Connecticut $273M AUM 18.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $374M AUM 21.53% 1-Year Est. Return

Action Point Financial Planning's SCHJ Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q2 2026: 1,400 shares worth $34.5K. The stake represents ﹤0.01% of the portfolio and ranks #942 among its holdings.

153 funds tracked by Wall St. Rank hold SCHJ as of Q2 2026.

  • Action Point Financial Planning held 1,400 shares of Schwab 1-5 Year Corporate Bond ETF worth $34.5K as of Q2 2026.
  • Schwab 1-5 Year Corporate Bond ETF was a new Action Point Financial Planning position in Q2 2026.
  • Schwab 1-5 Year Corporate Bond ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #942 holding.
  • 153 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.