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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
Q2 		$228K Hold
9,240
– – 0.03% 175
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

Envestnet Asset Management
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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

Burling Wealth Partners's SCHJ Position: Q2 2026 in Review

Burling Wealth Partners held its Schwab 1-5 Year Corporate Bond ETF (SCHJ) position steady in Q2 2026 at 9,240 shares worth $228K. The position accounts for 0.03% of the portfolio, ranked #175.

Burling Wealth Partners first reported a position in SCHJ in Q2 2025 and has held it in 5 quarters since. The position peaked at $304K in Q2 2025. 154 funds tracked by Wall St. Rank hold SCHJ as of Q2 2026.

  • Burling Wealth Partners held 9,240 shares of Schwab 1-5 Year Corporate Bond ETF worth $228K as of Q2 2026.
  • Burling Wealth Partners left its Schwab 1-5 Year Corporate Bond ETF share count unchanged in Q2 2026.
  • Schwab 1-5 Year Corporate Bond ETF made up 0.03% of Burling Wealth Partners's portfolio in Q2 2026, its #175 holding.
  • Burling Wealth Partners first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Burling Wealth Partners's Schwab 1-5 Year Corporate Bond ETF position peaked at $304K in Q2 2025.
  • 154 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q2 2026.

Based on Burling Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.