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Bennett Selby Investments’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Bennett Selby Investments’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 		$385K Sell
15,618
-635
-4% -$15.7K 0.12% 64
2026
Q1 		$402K Buy
16,253
+603
+4% +$15K 0.14% 64
2025
Q4 		$390K Buy
15,650
+2,180
+16% +$54.3K 0.13% 67
2025
Q3 		$336K Buy
+13,470
New +$334K 0.11% 68

Other funds holding SCHJ

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
HIC
Hartline Investment Corp Winnetka, Illinois $1.15B AUM 65.07% 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
CIA
Cape Investment Advisory Mcdonough, Georgia $374M AUM 21.53% 1-Year Est. Return
SW
SlateStone Wealth Jupiter, Florida $1.31B AUM 26.51% 1-Year Est. Return
FA
FF Advisors Manhattan Beach, California $267M AUM 22.35% 1-Year Est. Return
VST
Van Strum & Towne San Francisco, California $367M AUM 19.6% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

Bennett Selby Investments's SCHJ Position: Q2 2026 in Review

Bennett Selby Investments reduced its Schwab 1-5 Year Corporate Bond ETF (SCHJ) stake by 3.9% in Q2 2026, selling an estimated $15.7K and leaving 15,618 shares worth $385K. The position accounts for 0.12% of the portfolio, ranked #64.

Bennett Selby Investments first reported a position in SCHJ in Q3 2025 and has held it in 4 quarters since. The position peaked at $402K in Q1 2026. 74 funds tracked by Wall St. Rank hold SCHJ as of Q2 2026.

  • Bennett Selby Investments held 15,618 shares of Schwab 1-5 Year Corporate Bond ETF worth $385K as of Q2 2026.
  • Bennett Selby Investments sold 635 Schwab 1-5 Year Corporate Bond ETF shares in Q2 2026, an estimated $15.7K.
  • Schwab 1-5 Year Corporate Bond ETF made up 0.12% of Bennett Selby Investments's portfolio in Q2 2026, its #64 holding.
  • Bennett Selby Investments first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Bennett Selby Investments's Schwab 1-5 Year Corporate Bond ETF position peaked at $402K in Q1 2026.
  • 74 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q2 2026.

Based on Bennett Selby Investments's 13F filing for Q2 2026, filed 24 Jul 2026.