Cape Investment Advisory’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Cape Investment Advisory’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	$8.54M	Buy	346,191 +5,945	+2%	+$147K	2.28%	5
2026 Q1	$8.41M	Buy	340,246 +15,813	+5%	+$393K	2.8%	4
2025 Q4	$8.08M	Buy	+324,433	New	+$8.08M	2.48%	5
2025 Q3	–	Sell	-183,551	Closed	-$4.55M	–	1129
2025 Q2	$4.55M	Buy	183,551 +4,271	+2%	+$105K	1.66%	9
2025 Q1	$4.42M	Buy	179,280 +2,075	+1%	+$50.8K	1.76%	9
2024 Q4	$4.32M	Buy	177,205 +57,157	+48%	+$1.4M	1.69%	10
2024 Q3	$2.98M	Buy	120,048 +60,388	+101%	+$1.48M	1.21%	15
2024 Q2	$1.44M	Buy	59,660 +49,132	+467%	+$1.18M	0.65%	37
2024 Q1	$254K	Buy	10,528 +14	+0.1%	+$338	0.12%	124
2023 Q4	$254K	Buy	10,514 +3,350	+47%	+$79.3K	0.12%	118
2023 Q3	$168K	Buy	7,164 +12	+0.2%	+$283	0.1%	148
2023 Q2	$169K	Sell	7,152 -590	-8%	-$14K	0.09%	146
2023 Q1	$184K	Buy	+7,742	New	+$183K	0.11%	128

Other funds holding SCHJ

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

HIC

Hamrick Investment Counsel Seattle, Washington $151M AUM

HIC

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

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

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

Cape Investment Advisory's SCHJ Position: Q2 2026 in Review

Cape Investment Advisory increased its Schwab 1-5 Year Corporate Bond ETF (SCHJ) stake by 1.7% in Q2 2026, buying an estimated $147K and bringing the position to 346,191 shares worth $8.54M. The position accounts for 2.28% of the portfolio, ranked #5.

Cape Investment Advisory first reported a position in SCHJ in Q1 2023 and has held it in 13 quarters since. 153 funds tracked by Wall St. Rank hold SCHJ as of Q2 2026.

Cape Investment Advisory held 346,191 shares of Schwab 1-5 Year Corporate Bond ETF worth $8.54M as of Q2 2026.
Cape Investment Advisory bought 5,945 Schwab 1-5 Year Corporate Bond ETF shares in Q2 2026, an estimated $147K.
Schwab 1-5 Year Corporate Bond ETF made up 2.28% of Cape Investment Advisory's portfolio in Q2 2026, its #5 holding.
Cape Investment Advisory first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q1 2023 and has held it in 13 quarters since.
153 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.