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

Atomi 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
Q2 		$903K Buy
36,619
+7,522
+26% +$186K 0.02% 518
2026
Q1 		$719K Buy
29,097
+661
+2% +$16.4K 0.02% 552
2025
Q4 		$708K Buy
28,436
+4,866
+21% +$121K 0.02% 541
2025
Q3 		$588K Buy
23,570
+709
+3% +$17.6K 0.02% 587
2025
Q2 		$567K Sell
22,861
-1,077
-4% -$26.5K 0.02% 535
2025
Q1 		$590K Sell
23,938
-345
-1% -$8.45K 0.03% 463
2024
Q4 		$592K Buy
24,283
+595
+3% +$14.6K 0.03% 420
2024
Q3 		$588K Sell
23,688
-1,606
-6% -$39.4K 0.04% 395
2024
Q2 		$611K Sell
25,294
-1,578
-6% -$37.9K 0.05% 334
2024
Q1 		$649K Sell
26,872
-2,606
-9% -$62.9K 0.06% 265
2023
Q4 		$713K Buy
+29,478
New +$698K 0.1% 186

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

Atomi Financial Group's SCHJ Position: Q2 2026 in Review

Atomi Financial Group increased its Schwab 1-5 Year Corporate Bond ETF (SCHJ) stake by 26% in Q2 2026, buying an estimated $186K and bringing the position to 36,619 shares worth $903K. The position accounts for 0.02% of the portfolio, ranked #518.

Atomi Financial Group first reported a position in SCHJ in Q4 2023 and has held it in 11 quarters since. 153 funds tracked by Wall St. Rank hold SCHJ as of Q2 2026.

  • Atomi Financial Group held 36,619 shares of Schwab 1-5 Year Corporate Bond ETF worth $903K as of Q2 2026.
  • Atomi Financial Group bought 7,522 Schwab 1-5 Year Corporate Bond ETF shares in Q2 2026, an estimated $186K.
  • Schwab 1-5 Year Corporate Bond ETF made up 0.02% of Atomi Financial Group's portfolio in Q2 2026, its #518 holding.
  • Atomi Financial Group first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 153 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.