Cassaday & Co Wealth Management’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$38.8K Hold
1,574
﹤0.01% 670
2026
Q1
$38.9K Buy
+1,574
New +$39.1K ﹤0.01% 664

Other funds holding SCHJ

Cassaday & Co Wealth Management's SCHJ Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its Schwab 1-5 Year Corporate Bond ETF (SCHJ) position steady in Q2 2026 at 1,574 shares worth $38.8K. The position accounts for ﹤0.01% of the portfolio, ranked #670.

Cassaday & Co Wealth Management first reported a position in SCHJ in Q1 2026 and has held it in 2 quarters since. The position peaked at $38.9K in Q1 2026. 153 funds tracked by Wall St. Rank hold SCHJ as of Q2 2026.

  • Cassaday & Co Wealth Management held 1,574 shares of Schwab 1-5 Year Corporate Bond ETF worth $38.8K as of Q2 2026.
  • Cassaday & Co Wealth Management left its Schwab 1-5 Year Corporate Bond ETF share count unchanged in Q2 2026.
  • Schwab 1-5 Year Corporate Bond ETF made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #670 holding.
  • Cassaday & Co Wealth Management first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Cassaday & Co Wealth Management's Schwab 1-5 Year Corporate Bond ETF position peaked at $38.9K in Q1 2026.
  • 153 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.