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Breakwater Investment Management’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Breakwater Investment 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
2026
Q2 		$10K Hold
406
– – ﹤0.01% 231
2026
Q1 		$10K Hold
406
– – ﹤0.01% 232
2025
Q4 		$10.1K Hold
406
– – ﹤0.01% 229
2025
Q3 		$10.1K Hold
406
– – ﹤0.01% 225
2025
Q2 		$10.1K Hold
406
– – ﹤0.01% 226
2025
Q1 		$10K Hold
406
– – ﹤0.01% 222
2024
Q4 		$9.9K Hold
406
– – ﹤0.01% 220
2024
Q3 		$10.1K Hold
406
– – ﹤0.01% 223
2024
Q2 		$9.8K Hold
406
– – ﹤0.01% 224
2024
Q1 		$9.81K Buy
+406
New +$9.8K ﹤0.01% 217

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

Breakwater Investment Management's SCHJ Position: Q2 2026 in Review

Breakwater Investment Management held its Schwab 1-5 Year Corporate Bond ETF (SCHJ) position steady in Q2 2026 at 406 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #231.

Breakwater Investment Management first reported a position in SCHJ in Q1 2024 and has held it in 10 quarters since. The position peaked at $10.1K in Q3 2025. 153 funds tracked by Wall St. Rank hold SCHJ as of Q2 2026.

  • Breakwater Investment Management held 406 shares of Schwab 1-5 Year Corporate Bond ETF worth $10K as of Q2 2026.
  • Breakwater Investment Management 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 Breakwater Investment Management's portfolio in Q2 2026, its #231 holding.
  • Breakwater Investment Management first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • Breakwater Investment Management's Schwab 1-5 Year Corporate Bond ETF position peaked at $10.1K in Q3 2025.
  • 153 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q2 2026.

Based on Breakwater Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.