Carson Wealth (CWM LLC)
SCHJ icon

Carson Wealth (CWM LLC)’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Carson Wealth (CWM LLC)’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 		$3.87K Hold
157
– – ﹤0.01% 5115
2025
Q4 		$4K Hold
157
– – ﹤0.01% 4911
2025
Q3 		$4K Hold
157
– – ﹤0.01% 4844
2025
Q2 		$4K Hold
157
– – ﹤0.01% 4710
2025
Q1 		$4K Hold
157
– – ﹤0.01% 4567
2024
Q4 		$4K Sell
157
-1
-0.6% -$25 ﹤0.01% 4355
2024
Q3 		$4K Hold
158
– – ﹤0.01% 4210
2024
Q2 		$4K Hold
158
– – ﹤0.01% 4002
2024
Q1 		$4K Sell
158
-166
-51% -$4K ﹤0.01% 3784
2023
Q4 		$8K Hold
324
– – ﹤0.01% 3303
2023
Q3 		$8K Hold
324
– – ﹤0.01% 3268
2023
Q2 		$8K Buy
324
+166
+105% +$3.94K ﹤0.01% 3234
2023
Q1 		$4K Buy
+158
New +$3.74K ﹤0.01% 3422
2022
Q3 		– Sell
-208
Closed -$5K – 4158
2022
Q2 		$5K Sell
208
-330
-61% -$7.89K ﹤0.01% 3008
2022
Q1 		$13K Buy
538
+172
+47% +$4.25K ﹤0.01% 2340
2021
Q4 		$9K Buy
+366
New +$9.28K ﹤0.01% 2431

Other funds holding SCHJ

HIC
Hamrick Investment Counsel Seattle, Washington $151M AUM
HIC
Hartline Investment Corp Winnetka, Illinois $1.15B AUM 65.07% 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 $1.03B AUM 17.77% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SWA
Sightline Wealth Advisors Groton, Connecticut $273M AUM 18.08% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $374M AUM 21.53% 1-Year Est. Return
SW
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

Carson Wealth (CWM LLC)'s SCHJ Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its Schwab 1-5 Year Corporate Bond ETF (SCHJ) position steady in Q1 2026 at 157 shares worth $3.87K. The position accounts for ﹤0.01% of the portfolio, ranked #5115.

Carson Wealth (CWM LLC) first reported a position in SCHJ in Q4 2021 and has held it in 16 quarters since. The position peaked at $13K in Q1 2022. 125 funds tracked by Wall St. Rank hold SCHJ as of Q1 2026.

  • Carson Wealth (CWM LLC) held 157 shares of Schwab 1-5 Year Corporate Bond ETF worth $3.87K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Schwab 1-5 Year Corporate Bond ETF share count unchanged in Q1 2026.
  • Schwab 1-5 Year Corporate Bond ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5115 holding.
  • Carson Wealth (CWM LLC) first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q4 2021 and has held it in 16 quarters since.
  • Carson Wealth (CWM LLC)'s Schwab 1-5 Year Corporate Bond ETF position peaked at $13K in Q1 2022.
  • 125 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.