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Burling Wealth Partners’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Burling Wealth Partners’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
Q1 		$228K Hold
9,240
– – 0.04% 169
2025
Q4 		$230K Sell
9,240
-200
-2% -$4.98K 0.04% 177
2025
Q3 		$235K Sell
9,440
-2,800
-23% -$69.5K 0.04% 165
2025
Q2 		$304K Buy
+12,240
New +$301K 0.06% 151

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
WWWM
White Wing Wealth Management The Wodlands, Texas $192M AUM 23.21% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $936M AUM 12.9% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SWA
Sightline Wealth Advisors Groton, Connecticut $236M AUM 12.89% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $301M AUM 15.49% 1-Year Est. Return
SW
SlateStone Wealth Jupiter, Florida $1.21B AUM 21.86% 1-Year Est. Return
MWM
Meridian Wealth Management Lexington, Kentucky $2.85B AUM 31.23% 1-Year Est. Return

Burling Wealth Partners's SCHJ Position: Q1 2026 in Review

Burling Wealth Partners held its Schwab 1-5 Year Corporate Bond ETF (SCHJ) position steady in Q1 2026 at 9,240 shares worth $228K. The position accounts for 0.04% of the portfolio, ranked #169.

Burling Wealth Partners first reported a position in SCHJ in Q2 2025 and has held it in 4 quarters since. The position peaked at $304K in Q2 2025. 125 funds tracked by Wall St. Rank hold SCHJ as of Q1 2026.

  • Burling Wealth Partners held 9,240 shares of Schwab 1-5 Year Corporate Bond ETF worth $228K as of Q1 2026.
  • Burling Wealth Partners left its Schwab 1-5 Year Corporate Bond ETF share count unchanged in Q1 2026.
  • Schwab 1-5 Year Corporate Bond ETF made up 0.04% of Burling Wealth Partners's portfolio in Q1 2026, its #169 holding.
  • Burling Wealth Partners first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • Burling Wealth Partners's Schwab 1-5 Year Corporate Bond ETF position peaked at $304K in Q2 2025.
  • 125 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q1 2026.

Based on Burling Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.