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 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

HIC

Hamrick Investment Counsel Seattle, Washington $180M AUM

HIC

Hartline Investment Corp Winnetka, Illinois $909M AUM 45.7% 1-Year Est. Return

WWWM

White Wing Wealth Management The Wodlands, Texas $192M AUM 23.21% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $936M AUM 12.9% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SWA

Sightline Wealth Advisors Groton, Connecticut $236M AUM 12.89% 1-Year Est. Return

CIA

Cape Investment Advisory Mcdonough, Georgia $301M AUM 15.49% 1-Year Est. Return

SlateStone Wealth Jupiter, Florida $1.21B AUM 21.86% 1-Year Est. Return

MWM

Meridian Wealth Management Lexington, Kentucky $2.85B AUM 31.23% 1-Year Est. Return

AE Wealth Management's SCHJ Position: Q1 2026 in Review

AE Wealth Management held its Schwab 1-5 Year Corporate Bond ETF (SCHJ) position steady in Q1 2026 at 1,409 shares worth $34.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2039.

AE Wealth Management first reported a position in SCHJ in Q1 2021 and has held it in 10 quarters since. The position peaked at $11.4M in Q2 2021. 125 funds tracked by Wall St. Rank hold SCHJ as of Q1 2026.

AE Wealth Management held 1,409 shares of Schwab 1-5 Year Corporate Bond ETF worth $34.8K as of Q1 2026.
AE Wealth Management left its Schwab 1-5 Year Corporate Bond ETF share count unchanged in Q1 2026.
Schwab 1-5 Year Corporate Bond ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2039 holding.
AE Wealth Management first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q1 2021 and has held it in 10 quarters since.
AE Wealth Management's Schwab 1-5 Year Corporate Bond ETF position peaked at $11.4M in Q2 2021.
125 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.