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

AlphaStar Capital 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
2025 Q3	–	Sell	-192,974	Closed	-$4.79M	–	332
2025 Q2	$4.79M	Buy	+192,974	New	+$4.74M	0.34%	56
2024 Q4	–	Sell	-145,592	Closed	-$3.61M	–	348
2024 Q3	$3.61M	Buy	145,592 +9,024	+7%	+$221K	0.29%	50
2024 Q2	$3.3M	Buy	136,568 +8,460	+7%	+$203K	0.3%	43
2024 Q1	$3.1M	Buy	128,108 +16,310	+15%	+$394K	0.32%	43
2023 Q4	$2.7M	Buy	111,798 +9,294	+9%	+$220K	0.25%	53
2023 Q3	$2.41M	Buy	+102,504	New	+$2.42M	0.3%	39

Other funds holding SCHJ

Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return

MWM

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

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

WWWM

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

SlateStone Wealth Jupiter, Florida $1.31B AUM 26.51% 1-Year Est. Return

AlphaStar Capital Management's SCHJ Position: Q3 2025 in Review

AlphaStar Capital Management sold out of Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q3 2025, closing a stake of 192,974 shares — an estimated $4.79M sold.

AlphaStar Capital Management first reported a position in SCHJ in Q3 2023 and held it in 6 quarters. The position peaked at $4.79M in Q2 2025. 113 funds tracked by Wall St. Rank hold SCHJ as of Q3 2025.

AlphaStar Capital Management reported no remaining Schwab 1-5 Year Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
AlphaStar Capital Management sold 192,974 Schwab 1-5 Year Corporate Bond ETF shares in Q3 2025, an estimated $4.79M.
AlphaStar Capital Management first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q3 2023 and held it in 6 quarters.
AlphaStar Capital Management's Schwab 1-5 Year Corporate Bond ETF position peaked at $4.79M in Q2 2025.
113 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q3 2025.

Based on AlphaStar Capital Management's 13F filing for Q3 2025, filed 13 Nov 2025.