Cerity Partners
SCHJ icon

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

Cerity 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
2026
Q2 		$850K Hold
34,466
– – ﹤0.01% 2091
2026
Q1 		$852K Buy
34,466
+4
+0% +$99 ﹤0.01% 1950
2025
Q4 		$858K Hold
34,462
– – ﹤0.01% 1795
2025
Q3 		$860K Hold
34,462
– – ﹤0.01% 1667
2025
Q2 		$855K Hold
34,462
– – ﹤0.01% 1590
2025
Q1 		$849K Hold
34,462
– – ﹤0.01% 1503
2024
Q4 		$840K Buy
34,462
+23,434
+212% +$574K ﹤0.01% 1497
2024
Q3 		$274K Buy
+11,028
New +$271K ﹤0.01% 2121

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CM
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WWWM
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SWA
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CIA
Cape Investment Advisory Mcdonough, Georgia $374M AUM 21.53% 1-Year Est. Return

Cerity Partners's SCHJ Position: Q2 2026 in Review

Cerity Partners held its Schwab 1-5 Year Corporate Bond ETF (SCHJ) position steady in Q2 2026 at 34,466 shares worth $850K. The position accounts for ﹤0.01% of the portfolio, ranked #2091.

Cerity Partners first reported a position in SCHJ in Q3 2024 and has held it in 8 quarters since. The position peaked at $860K in Q3 2025. 144 funds tracked by Wall St. Rank hold SCHJ as of Q2 2026.

  • Cerity Partners held 34,466 shares of Schwab 1-5 Year Corporate Bond ETF worth $850K as of Q2 2026.
  • Cerity Partners 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 Cerity Partners's portfolio in Q2 2026, its #2091 holding.
  • Cerity Partners first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • Cerity Partners's Schwab 1-5 Year Corporate Bond ETF position peaked at $860K in Q3 2025.
  • 144 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.