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

Aptus Capital Advisors’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	$113K	Buy	4,599 +538	+13%	+$13.3K	﹤0.01%	1232
2026 Q1	$100K	Hold	4,061	–	–	﹤0.01%	1147
2025 Q4	$101K	Sell	4,061 -1,501	-27%	-$37.4K	﹤0.01%	1176
2025 Q3	$139K	Buy	5,562 +17	+0.3%	+$422	﹤0.01%	1048
2025 Q2	$138K	Buy	5,545 +16	+0.3%	+$393	﹤0.01%	1010
2025 Q1	$136K	Buy	5,529 +927	+20%	+$22.7K	﹤0.01%	959
2024 Q4	$112K	Buy	4,602 +3,766	+450%	+$92.3K	﹤0.01%	985
2024 Q3	$10.4K	Buy	+836	New	+$20.5K	﹤0.01%	1093
2023 Q4	–	Sell	-500	Closed	-$11.7K	–	976
2023 Q3	$11.7K	Hold	500	–	–	﹤0.01%	793
2023 Q2	$11.8K	Sell	500 -1,500	-75%	-$35.6K	﹤0.01%	693
2023 Q1	$47.6K	Hold	2,000	–	–	﹤0.01%	568
2022 Q4	$46.9K	Hold	2,000	–	–	﹤0.01%	600
2022 Q3	$46K	Buy	+2,000	New	+$47.5K	﹤0.01%	560

Other funds holding SCHJ

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

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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 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

Aptus Capital Advisors's SCHJ Position: Q2 2026 in Review

Aptus Capital Advisors increased its Schwab 1-5 Year Corporate Bond ETF (SCHJ) stake by 13% in Q2 2026, buying an estimated $13.3K and bringing the position to 4,599 shares worth $113K. The position accounts for ﹤0.01% of the portfolio, ranked #1232.

Aptus Capital Advisors first reported a position in SCHJ in Q3 2022 and has held it in 13 quarters since. The position peaked at $139K in Q3 2025. 153 funds tracked by Wall St. Rank hold SCHJ as of Q2 2026.

Aptus Capital Advisors held 4,599 shares of Schwab 1-5 Year Corporate Bond ETF worth $113K as of Q2 2026.
Aptus Capital Advisors bought 538 Schwab 1-5 Year Corporate Bond ETF shares in Q2 2026, an estimated $13.3K.
Schwab 1-5 Year Corporate Bond ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1232 holding.
Aptus Capital Advisors first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q3 2022 and has held it in 13 quarters since.
Aptus Capital Advisors's Schwab 1-5 Year Corporate Bond ETF position peaked at $139K in Q3 2025.
153 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.