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Berkshire Asset Management’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Berkshire Asset Management’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
Q4 		– Sell
-17,641
Closed -$440K – 293
2025
Q3 		$440K Sell
17,641
-25
-0.1% -$621 0.02% 207
2025
Q2 		$438K Sell
17,666
-86
-0.5% -$2.12K 0.02% 201
2025
Q1 		$435K Sell
17,752
-144
-0.8% -$3.53K 0.02% 201
2024
Q4 		$438K Sell
17,896
-2,112
-11% -$51.7K 0.02% 206
2024
Q3 		$483K Hold
20,008
– – 0.02% 184
2024
Q2 		$483K Buy
+20,008
New +$481K 0.02% 185

Other funds holding SCHJ

HIC
Hamrick Investment Counsel Seattle, Washington $180M AUM
HIC
Hartline Investment Corp Winnetka, Illinois $909M AUM 45.7% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $936M AUM 12.9% 1-Year Est. Return
WWWM
White Wing Wealth Management The Wodlands, Texas $192M AUM 23.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SW
SlateStone Wealth Jupiter, Florida $1.21B AUM 21.86% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $301M AUM 15.49% 1-Year Est. Return
MWM
Meridian Wealth Management Lexington, Kentucky $2.85B AUM 31.23% 1-Year Est. Return

Berkshire Asset Management's SCHJ Position: Q4 2025 in Review

Berkshire Asset Management sold out of Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q4 2025, closing a stake of 17,641 shares — an estimated $440K sold.

Berkshire Asset Management first reported a position in SCHJ in Q2 2024 and held it in 6 quarters. The position peaked at $483K in Q3 2024. 127 funds tracked by Wall St. Rank hold SCHJ as of Q4 2025.

  • Berkshire Asset Management reported no remaining Schwab 1-5 Year Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Berkshire Asset Management sold 17,641 Schwab 1-5 Year Corporate Bond ETF shares in Q4 2025, an estimated $440K.
  • Berkshire Asset Management first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q2 2024 and held it in 6 quarters.
  • Berkshire Asset Management's Schwab 1-5 Year Corporate Bond ETF position peaked at $483K in Q3 2024.
  • 127 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q4 2025.

Based on Berkshire Asset Management's 13F filing for Q4 2025, filed 17 Feb 2026.