AAS
SCHJ icon

Avantax Advisory Services’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Avantax Advisory Services’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
Q2 		$587K Sell
23,658
-581
-2% -$14.3K ﹤0.01% 1489
2025
Q1 		$597K Buy
24,239
+1,370
+6% +$33.6K ﹤0.01% 1390
2024
Q4 		$557K Sell
22,869
-2,375
-9% -$58.2K ﹤0.01% 1369
2024
Q3 		$626K Buy
25,244
+10,560
+72% +$259K ﹤0.01% 1273
2024
Q2 		$354K Buy
14,684
+916
+7% +$22K ﹤0.01% 1589
2024
Q1 		$333K Buy
13,768
+260
+2% +$6.27K ﹤0.01% 1244
2023
Q4 		$327K Buy
13,508
+2,170
+19% +$51.4K ﹤0.01% 1195
2023
Q3 		$266K Buy
11,338
+1,728
+18% +$40.7K ﹤0.01% 1268
2023
Q2 		$227K Buy
+9,610
New +$228K ﹤0.01% 1339

Other funds holding SCHJ

CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MWM
Meridian Wealth Management Lexington, Kentucky $2.85B AUM 31.23% 1-Year Est. Return
WWWM
White Wing Wealth Management The Wodlands, Texas $192M AUM 23.21% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SW
SlateStone Wealth Jupiter, Florida $1.31B AUM 26.51% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return

Avantax Advisory Services's SCHJ Position: Q2 2025 in Review

Avantax Advisory Services reduced its Schwab 1-5 Year Corporate Bond ETF (SCHJ) stake by 2.4% in Q2 2025, selling an estimated $14.3K and leaving 23,658 shares worth $587K. The position accounts for ﹤0.01% of the portfolio, ranked #1489.

Avantax Advisory Services first reported a position in SCHJ in Q2 2023 and has held it in 9 quarters since. The position peaked at $626K in Q3 2024. 121 funds tracked by Wall St. Rank hold SCHJ as of Q2 2025.

  • Avantax Advisory Services held 23,658 shares of Schwab 1-5 Year Corporate Bond ETF worth $587K as of Q2 2025.
  • Avantax Advisory Services sold 581 Schwab 1-5 Year Corporate Bond ETF shares in Q2 2025, an estimated $14.3K.
  • Schwab 1-5 Year Corporate Bond ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1489 holding.
  • Avantax Advisory Services first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q2 2023 and has held it in 9 quarters since.
  • Avantax Advisory Services's Schwab 1-5 Year Corporate Bond ETF position peaked at $626K in Q3 2024.
  • 121 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.