AE Wealth Management’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

AE Wealth Management’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	$9.86K	Sell	400 -1,009	-72%	-$24.9K	﹤0.01%	2390
2026 Q1	$34.8K	Hold	1,409	–	–	﹤0.01%	2039
2025 Q4	$35.1K	Hold	1,409	–	–	﹤0.01%	1916
2025 Q3	$35.1K	Buy	+1,409	New	+$35K	﹤0.01%	1787
2025 Q1	–	Sell	-1,084	Closed	-$26.4K	–	2261
2024 Q4	$26.4K	Buy	+1,084	New	+$26.6K	﹤0.01%	1670
2022 Q3	–	Sell	-16,016	Closed	-$380K	–	1859
2022 Q2	$380K	Sell	16,016 -56,494	-78%	-$1.35M	﹤0.01%	1332
2022 Q1	$1.76M	Sell	72,510 -205,796	-74%	-$5.09M	0.01%	736
2021 Q4	$7.03M	Sell	278,306 -67,556	-20%	-$1.71M	0.05%	350
2021 Q3	$8.83M	Sell	345,862 -99,012	-22%	-$2.53M	0.07%	256
2021 Q2	$11.4M	Buy	444,874 +147,488	+50%	+$3.77M	0.1%	204
2021 Q1	$7.58M	Buy	+297,386	New	+$7.61M	0.08%	252

Other funds holding SCHJ

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

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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 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

AE Wealth Management's SCHJ Position: Q2 2026 in Review

AE Wealth Management reduced its Schwab 1-5 Year Corporate Bond ETF (SCHJ) stake by 72% in Q2 2026, selling an estimated $24.9K and leaving 400 shares worth $9.86K. The position accounts for ﹤0.01% of the portfolio, ranked #2390.

AE Wealth Management first reported a position in SCHJ in Q1 2021 and has held it in 11 quarters since. The position peaked at $11.4M in Q2 2021. 152 funds tracked by Wall St. Rank hold SCHJ as of Q2 2026.

AE Wealth Management held 400 shares of Schwab 1-5 Year Corporate Bond ETF worth $9.86K as of Q2 2026.
AE Wealth Management sold 1,009 Schwab 1-5 Year Corporate Bond ETF shares in Q2 2026, an estimated $24.9K.
Schwab 1-5 Year Corporate Bond ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2390 holding.
AE Wealth Management first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q1 2021 and has held it in 11 quarters since.
AE Wealth Management's Schwab 1-5 Year Corporate Bond ETF position peaked at $11.4M in Q2 2021.
152 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.