Cannon Financial Strategists’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Cannon Financial Strategists’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	$1.17M	Sell	47,552 -7,406	-13%	-$183K	0.13%	51
2026 Q1	$1.36M	Buy	54,958 +426	+0.8%	+$10.6K	0.18%	41
2025 Q4	$1.36M	Buy	54,532 +376	+0.7%	+$9.37K	0.19%	40
2025 Q3	$1.35M	Hold	54,156	–	–	0.19%	41
2025 Q2	$1.34M	Hold	54,156	–	–	0.21%	40
2025 Q1	$1.33M	Hold	54,156	–	–	0.23%	38
2024 Q4	$1.32M	Hold	54,156	–	–	0.23%	40
2024 Q3	$1.34M	Hold	54,156	–	–	0.23%	39
2024 Q2	$1.31M	Hold	54,156	–	–	0.25%	34
2024 Q1	$1.31M	Hold	54,156	–	–	0.26%	31
2023 Q4	$1.31M	Hold	54,156	–	–	0.28%	29
2023 Q3	$1.27M	Buy	54,156 +37,678	+229%	+$888K	0.32%	27
2023 Q2	$389K	Hold	16,478	–	–	0.11%	62
2023 Q1	$392K	Buy	+16,478	New	+$390K	0.13%	52

Other funds holding SCHJ

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HIC

Hartline Investment Corp Winnetka, Illinois $1.15B AUM 65.07% 1-Year Est. Return

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 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

SlateStone Wealth Jupiter, Florida $1.31B AUM 26.51% 1-Year Est. Return

MWM

Meridian Wealth Management Lexington, Kentucky $3.25B AUM 41% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Cannon Financial Strategists's SCHJ Position: Q2 2026 in Review

Cannon Financial Strategists reduced its Schwab 1-5 Year Corporate Bond ETF (SCHJ) stake by 13% in Q2 2026, selling an estimated $183K and leaving 47,552 shares worth $1.17M. The position accounts for 0.13% of the portfolio, ranked #51.

Cannon Financial Strategists first reported a position in SCHJ in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.36M in Q1 2026. 97 funds tracked by Wall St. Rank hold SCHJ as of Q2 2026.

Cannon Financial Strategists held 47,552 shares of Schwab 1-5 Year Corporate Bond ETF worth $1.17M as of Q2 2026.
Cannon Financial Strategists sold 7,406 Schwab 1-5 Year Corporate Bond ETF shares in Q2 2026, an estimated $183K.
Schwab 1-5 Year Corporate Bond ETF made up 0.13% of Cannon Financial Strategists's portfolio in Q2 2026, its #51 holding.
Cannon Financial Strategists first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q1 2023 and has held it in 14 quarters since.
Cannon Financial Strategists's Schwab 1-5 Year Corporate Bond ETF position peaked at $1.36M in Q1 2026.
97 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q2 2026.

Based on Cannon Financial Strategists's 13F filing for Q2 2026, filed 7 Aug 2026.