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

Amara 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 		$234K Buy
9,472
+259
+3% +$6.39K 0.14% 47
2026
Q1 		$228K Buy
+9,213
New +$229K 0.16% 43
2025
Q2 		– Sell
-13,106
Closed -$323K – 46
2025
Q1 		$323K Sell
13,106
-333
-2% -$8.16K 0.3% 35
2024
Q4 		$328K Buy
+13,439
New +$329K 0.3% 34

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

Amara Financial's SCHJ Position: Q2 2026 in Review

Amara Financial increased its Schwab 1-5 Year Corporate Bond ETF (SCHJ) stake by 2.8% in Q2 2026, buying an estimated $6.39K and bringing the position to 9,472 shares worth $234K. The position accounts for 0.14% of the portfolio, ranked #47.

Amara Financial first reported a position in SCHJ in Q4 2024 and has held it in 4 quarters since. The position peaked at $328K in Q4 2024. 153 funds tracked by Wall St. Rank hold SCHJ as of Q2 2026.

  • Amara Financial held 9,472 shares of Schwab 1-5 Year Corporate Bond ETF worth $234K as of Q2 2026.
  • Amara Financial bought 259 Schwab 1-5 Year Corporate Bond ETF shares in Q2 2026, an estimated $6.39K.
  • Schwab 1-5 Year Corporate Bond ETF made up 0.14% of Amara Financial's portfolio in Q2 2026, its #47 holding.
  • Amara Financial first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q4 2024 and has held it in 4 quarters since.
  • Amara Financial's Schwab 1-5 Year Corporate Bond ETF position peaked at $328K in Q4 2024.
  • 153 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q2 2026.

Based on Amara Financial's 13F filing for Q2 2026, filed 7 Aug 2026.