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Beacon Pointe Advisors’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Beacon Pointe 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 		$266K Hold
10,776
– – ﹤0.01% 1667
2026
Q1 		$266K Buy
10,776
+176
+2% +$4.38K ﹤0.01% 1601
2025
Q4 		$264K Hold
10,600
– – ﹤0.01% 1328
2025
Q3 		$264K Sell
10,600
-36
-0.3% -$894 ﹤0.01% 1227
2025
Q2 		$264K Buy
+10,636
New +$262K ﹤0.01% 1094

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

Beacon Pointe Advisors's SCHJ Position: Q2 2026 in Review

Beacon Pointe Advisors held its Schwab 1-5 Year Corporate Bond ETF (SCHJ) position steady in Q2 2026 at 10,776 shares worth $266K. The position accounts for ﹤0.01% of the portfolio, ranked #1667.

Beacon Pointe Advisors first reported a position in SCHJ in Q2 2025 and has held it in 5 quarters since. The position peaked at $266K in Q1 2026. 153 funds tracked by Wall St. Rank hold SCHJ as of Q2 2026.

  • Beacon Pointe Advisors held 10,776 shares of Schwab 1-5 Year Corporate Bond ETF worth $266K as of Q2 2026.
  • Beacon Pointe Advisors left its Schwab 1-5 Year Corporate Bond ETF share count unchanged in Q2 2026.
  • Schwab 1-5 Year Corporate Bond ETF made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1667 holding.
  • Beacon Pointe Advisors first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Beacon Pointe Advisors's Schwab 1-5 Year Corporate Bond ETF position peaked at $266K in Q1 2026.
  • 153 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.