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

CAPTRUST 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
Q2 		$375K Buy
15,190
+1,031
+7% +$25.4K ﹤0.01% 2404
2026
Q1 		$350K Buy
14,159
+1,224
+9% +$30.4K ﹤0.01% 2284
2025
Q4 		$322K Sell
12,935
-790
-6% -$19.7K ﹤0.01% 2199
2025
Q3 		$342K Hold
13,725
– – ﹤0.01% 2088
2025
Q2 		$341K Hold
13,725
– – ﹤0.01% 1970
2025
Q1 		$338K Sell
13,725
-127
-0.9% -$3.11K ﹤0.01% 1873
2024
Q4 		$338K Buy
13,852
+360
+3% +$8.82K ﹤0.01% 1835
2024
Q3 		$335K Hold
13,492
– – ﹤0.01% 1824
2024
Q2 		$326K Sell
13,492
-1,274
-9% -$30.6K ﹤0.01% 1766
2024
Q1 		$357K Buy
14,766
+1,154
+8% +$27.8K ﹤0.01% 1677
2023
Q4 		$329K Sell
13,612
-2,948
-18% -$69.8K ﹤0.01% 2046
2023
Q3 		$389K Hold
16,560
– – ﹤0.01% 1821
2023
Q2 		$391K Hold
16,560
– – ﹤0.01% 1781
2023
Q1 		$394K Hold
16,560
– – ﹤0.01% 1538
2022
Q4 		$388K Sell
16,560
-5,000
-23% -$117K ﹤0.01% 1467
2022
Q3 		$499K Sell
21,560
-22
-0.1% -$522 ﹤0.01% 1251
2022
Q2 		$512K Buy
21,582
+4,672
+28% +$112K ﹤0.01% 1135
2022
Q1 		$411K Sell
16,910
-19,600
-54% -$485K ﹤0.01% 1249
2021
Q4 		$923K Hold
36,510
– – 0.01% 846
2021
Q3 		$932K Buy
36,510
+3,950
+12% +$101K 0.01% 791
2021
Q2 		$833K Hold
32,560
– – 0.01% 789
2021
Q1 		$830K Buy
+32,560
New +$833K 0.01% 770

Other funds holding SCHJ

Envestnet Asset Management
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
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

CAPTRUST Financial Advisors's SCHJ Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its Schwab 1-5 Year Corporate Bond ETF (SCHJ) stake by 7.3% in Q2 2026, buying an estimated $25.4K and bringing the position to 15,190 shares worth $375K. The position accounts for ﹤0.01% of the portfolio, ranked #2404.

CAPTRUST Financial Advisors first reported a position in SCHJ in Q1 2021 and has held it in 22 quarters since. The position peaked at $932K in Q3 2021. 153 funds tracked by Wall St. Rank hold SCHJ as of Q2 2026.

  • CAPTRUST Financial Advisors held 15,190 shares of Schwab 1-5 Year Corporate Bond ETF worth $375K as of Q2 2026.
  • CAPTRUST Financial Advisors bought 1,031 Schwab 1-5 Year Corporate Bond ETF shares in Q2 2026, an estimated $25.4K.
  • Schwab 1-5 Year Corporate Bond ETF made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2404 holding.
  • CAPTRUST Financial Advisors first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q1 2021 and has held it in 22 quarters since.
  • CAPTRUST Financial Advisors's Schwab 1-5 Year Corporate Bond ETF position peaked at $932K in Q3 2021.
  • 153 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.