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

Altiora Financial Group’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	$1.72M	Hold	69,420	–	–	0.28%	46
2025 Q4	$1.73M	Hold	69,420	–	–	0.3%	44
2025 Q3	$1.73M	Hold	69,420	–	–	0.32%	41
2025 Q2	$1.72M	Hold	69,420	–	–	0.34%	40
2025 Q1	$1.71M	Hold	69,420	–	–	0.36%	34
2024 Q4	$1.69M	Hold	69,420	–	–	0.37%	37
2024 Q3	$1.72M	Hold	69,420	–	–	0.38%	34
2024 Q2	$1.68M	Hold	69,420	–	–	0.4%	36
2024 Q1	$1.68M	Hold	69,420	–	–	0.46%	27
2023 Q4	$1.68M	Buy	+69,420	New	+$1.64M	0.49%	26

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

Altiora Financial Group's SCHJ Position: Q1 2026 in Review

Altiora Financial Group held its Schwab 1-5 Year Corporate Bond ETF (SCHJ) position steady in Q1 2026 at 69,420 shares worth $1.72M. The position accounts for 0.28% of the portfolio, ranked #46.

Altiora Financial Group first reported a position in SCHJ in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.73M in Q3 2025. 125 funds tracked by Wall St. Rank hold SCHJ as of Q1 2026.

Altiora Financial Group held 69,420 shares of Schwab 1-5 Year Corporate Bond ETF worth $1.72M as of Q1 2026.
Altiora Financial Group left its Schwab 1-5 Year Corporate Bond ETF share count unchanged in Q1 2026.
Schwab 1-5 Year Corporate Bond ETF made up 0.28% of Altiora Financial Group's portfolio in Q1 2026, its #46 holding.
Altiora Financial Group first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q4 2023 and has held it in 10 quarters since.
Altiora Financial Group's Schwab 1-5 Year Corporate Bond ETF position peaked at $1.73M in Q3 2025.
125 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q1 2026.

Based on Altiora Financial Group's 13F filing for Q1 2026, filed 8 May 2026.