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

Brand Asset Management 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 		$1.97M Sell
79,747
-3,566
-4% -$88K 0.43% 39
2026
Q1 		$2.06M Sell
83,313
-756
-0.9% -$18.8K 0.54% 34
2025
Q4 		$2.09M Sell
84,069
-49
-0.1% -$1.22K 0.59% 32
2025
Q3 		$2.1M Buy
+84,118
New +$2.09M 0.59% 33

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

Brand Asset Management Group's SCHJ Position: Q2 2026 in Review

Brand Asset Management Group reduced its Schwab 1-5 Year Corporate Bond ETF (SCHJ) stake by 4.3% in Q2 2026, selling an estimated $88K and leaving 79,747 shares worth $1.97M. The position accounts for 0.43% of the portfolio, ranked #39.

Brand Asset Management Group first reported a position in SCHJ in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.1M in Q3 2025. 152 funds tracked by Wall St. Rank hold SCHJ as of Q2 2026.

  • Brand Asset Management Group held 79,747 shares of Schwab 1-5 Year Corporate Bond ETF worth $1.97M as of Q2 2026.
  • Brand Asset Management Group sold 3,566 Schwab 1-5 Year Corporate Bond ETF shares in Q2 2026, an estimated $88K.
  • Schwab 1-5 Year Corporate Bond ETF made up 0.43% of Brand Asset Management Group's portfolio in Q2 2026, its #39 holding.
  • Brand Asset Management Group first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Brand Asset Management Group's Schwab 1-5 Year Corporate Bond ETF position peaked at $2.1M in Q3 2025.
  • 152 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q2 2026.

Based on Brand Asset Management Group's 13F filing for Q2 2026, filed 12 Aug 2026.