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Allworth Financial’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Allworth Financial’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 		$54 Hold
2
– – ﹤0.01% 5067
2026
Q1 		$54 Hold
2
– – ﹤0.01% 5062
2025
Q4 		$53 Hold
2
– – ﹤0.01% 4839
2025
Q3 		$53 Hold
2
– – ﹤0.01% 4743
2025
Q2 		$52 Hold
2
– – ﹤0.01% 4449
2025
Q1 		$51 Hold
2
– – ﹤0.01% 3975
2024
Q4 		$50 Hold
2
– – ﹤0.01% 3876
2024
Q3 		$50 Buy
+2
New +$49 ﹤0.01% 3687
2024
Q1 		– Sell
-10
Closed -$238 – 3676
2023
Q4 		$238 Sell
10
-198
-95% -$4.69K ﹤0.01% 3269
2023
Q3 		$4.88K Buy
+208
New +$4.9K ﹤0.01% 2115

Other funds holding SCHJ

Envestnet Asset Management
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

Allworth Financial's SCHJ Position: Q2 2026 in Review

Allworth Financial held its Schwab 1-5 Year Corporate Bond ETF (SCHJ) position steady in Q2 2026 at 2 shares worth $54. The position accounts for ﹤0.01% of the portfolio, ranked #5067.

Allworth Financial first reported a position in SCHJ in Q3 2023 and has held it in 10 quarters since. The position peaked at $4.88K in Q3 2023. 153 funds tracked by Wall St. Rank hold SCHJ as of Q2 2026.

  • Allworth Financial held 2 shares of Schwab 1-5 Year Corporate Bond ETF worth $54 as of Q2 2026.
  • Allworth Financial left its Schwab 1-5 Year Corporate Bond ETF share count unchanged in Q2 2026.
  • Schwab 1-5 Year Corporate Bond ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #5067 holding.
  • Allworth Financial first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q3 2023 and has held it in 10 quarters since.
  • Allworth Financial's Schwab 1-5 Year Corporate Bond ETF position peaked at $4.88K in Q3 2023.
  • 153 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.