Capasso Planning Partners’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Capasso Planning 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
2025 Q3	–	Sell	-16,226	Closed	-$403K	–	84
2025 Q2	$403K	Sell	16,226 -14,287	-47%	-$351K	0.23%	56
2025 Q1	$752K	Sell	30,513 -9,128	-23%	-$224K	0.31%	56
2024 Q4	$966K	Sell	39,641 -19,537	-33%	-$479K	0.39%	48
2024 Q3	$1.47M	Sell	59,178 -25,572	-30%	-$627K	0.43%	44
2024 Q2	$2.05M	Buy	+84,750	New	+$2.04M	0.66%	38

Other funds holding SCHJ

Columbus Macro New Castle, Pennsylvania $936M AUM 12.9% 1-Year Est. Return

MWM

Meridian Wealth Management Lexington, Kentucky $2.85B AUM 31.23% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WWWM

White Wing Wealth Management The Wodlands, Texas $192M AUM 23.21% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

SlateStone Wealth Jupiter, Florida $1.21B AUM 21.86% 1-Year Est. Return

Capasso Planning Partners's SCHJ Position: Q3 2025 in Review

Capasso Planning Partners sold out of Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q3 2025, closing a stake of 16,226 shares — an estimated $403K sold.

Capasso Planning Partners first reported a position in SCHJ in Q2 2024 and held it in 5 quarters. The position peaked at $2.05M in Q2 2024. 113 funds tracked by Wall St. Rank hold SCHJ as of Q3 2025.

Capasso Planning Partners reported no remaining Schwab 1-5 Year Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
Capasso Planning Partners sold 16,226 Schwab 1-5 Year Corporate Bond ETF shares in Q3 2025, an estimated $403K.
Capasso Planning Partners first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q2 2024 and held it in 5 quarters.
Capasso Planning Partners's Schwab 1-5 Year Corporate Bond ETF position peaked at $2.05M in Q2 2024.
113 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q3 2025.

Based on Capasso Planning Partners's 13F filing for Q3 2025, filed 12 Nov 2025.