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Cahill Financial Advisors’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Cahill Financial Advisors’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 		$877K Sell
35,478
-1,746
-5% -$43.4K 0.09% 138
2025
Q4 		$927K Sell
37,224
-816
-2% -$20.3K 0.1% 133
2025
Q3 		$949K Buy
38,040
+43
+0.1% +$1.07K 0.11% 127
2025
Q2 		$943K Buy
37,997
+906
+2% +$22.3K 0.12% 123
2025
Q1 		$914K Buy
37,091
+515
+1% +$12.6K 0.12% 124
2024
Q4 		$892K Sell
36,576
-13,884
-28% -$340K 0.12% 127
2024
Q3 		$1.25M Buy
50,460
+24
+0% +$589 0.17% 95
2024
Q2 		$1.22M Buy
50,436
+1,102
+2% +$26.5K 0.17% 106
2024
Q1 		$1.19M Buy
49,334
+1,070
+2% +$25.8K 0.16% 109
2023
Q4 		$1.17M Buy
48,264
+66
+0.1% +$1.56K 0.17% 108
2023
Q3 		$1.13M Buy
48,198
+3,226
+7% +$76.1K 0.19% 107
2023
Q2 		$1.06M Buy
44,972
+18,928
+73% +$449K 0.17% 113
2023
Q1 		$619K Sell
26,044
-2,722
-9% -$64.4K 0.11% 139
2022
Q4 		$674K Sell
28,766
-7,894
-22% -$184K 0.13% 138
2022
Q3 		$849K Sell
36,660
-11,434
-24% -$271K 0.18% 118
2022
Q2 		$1.14M Sell
48,094
-5,924
-11% -$142K 0.24% 93
2022
Q1 		$1.31M Sell
54,018
-2,118
-4% -$52.4K 0.25% 93
2021
Q4 		$1.42M Buy
56,136
+54,308
+2,971% +$1.38M 0.27% 82
2021
Q3 		$47K Buy
+1,828
New +$46.8K 0.01% 347

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

Cahill Financial Advisors's SCHJ Position: Q1 2026 in Review

Cahill Financial Advisors reduced its Schwab 1-5 Year Corporate Bond ETF (SCHJ) stake by 4.7% in Q1 2026, selling an estimated $43.4K and leaving 35,478 shares worth $877K. The position accounts for 0.09% of the portfolio, ranked #138.

Cahill Financial Advisors first reported a position in SCHJ in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.42M in Q4 2021. 125 funds tracked by Wall St. Rank hold SCHJ as of Q1 2026.

  • Cahill Financial Advisors held 35,478 shares of Schwab 1-5 Year Corporate Bond ETF worth $877K as of Q1 2026.
  • Cahill Financial Advisors sold 1,746 Schwab 1-5 Year Corporate Bond ETF shares in Q1 2026, an estimated $43.4K.
  • Schwab 1-5 Year Corporate Bond ETF made up 0.09% of Cahill Financial Advisors's portfolio in Q1 2026, its #138 holding.
  • Cahill Financial Advisors first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q3 2021 and has held it in 19 quarters since.
  • Cahill Financial Advisors's Schwab 1-5 Year Corporate Bond ETF position peaked at $1.42M in Q4 2021.
  • 125 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q1 2026.

Based on Cahill Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.