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AlphaCore Capital’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

AlphaCore Capital’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 		– Sell
-350
Closed -$8.71K – 1465
2025
Q4 		$8.71K Hold
350
– – ﹤0.01% 1322
2025
Q3 		$8.73K Hold
350
– – ﹤0.01% 993
2025
Q2 		$8.68K Buy
+350
New +$8.61K ﹤0.01% 965

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
CM
Columbus Macro New Castle, Pennsylvania $936M AUM 12.9% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
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
SW
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

AlphaCore Capital's SCHJ Position: Q1 2026 in Review

AlphaCore Capital sold out of Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q1 2026, closing a stake of 350 shares — an estimated $8.71K sold.

AlphaCore Capital first reported a position in SCHJ in Q2 2025 and held it in 3 quarters. The position peaked at $8.73K in Q3 2025. 125 funds tracked by Wall St. Rank hold SCHJ as of Q1 2026.

  • AlphaCore Capital reported no remaining Schwab 1-5 Year Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • AlphaCore Capital sold 350 Schwab 1-5 Year Corporate Bond ETF shares in Q1 2026, an estimated $8.71K.
  • AlphaCore Capital first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q2 2025 and held it in 3 quarters.
  • AlphaCore Capital's Schwab 1-5 Year Corporate Bond ETF position peaked at $8.73K in Q3 2025.
  • 125 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q1 2026.

Based on AlphaCore Capital's 13F filing for Q1 2026, filed 15 May 2026.