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Charles Schwab Trust’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Charles Schwab Trust’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 		$464K Sell
18,804
-1,847
-9% -$45.6K 0.03% 132
2026
Q1 		$511K Buy
20,651
+3,513
+20% +$87.4K 0.03% 110
2025
Q4 		$427K Sell
17,138
-855
-5% -$21.3K 0.03% 127
2025
Q3 		$449K Buy
17,993
+310
+2% +$7.7K 0.03% 127
2025
Q2 		$439K Sell
17,683
-14,517
-45% -$357K 0.03% 129
2025
Q1 		$793K Sell
32,200
-15,566
-33% -$381K 0.07% 95
2024
Q4 		$1.16M Sell
47,766
-21,880
-31% -$536K 0.1% 80
2024
Q3 		$1.73M Buy
69,646
+12,346
+22% +$303K 0.15% 68
2024
Q2 		$1.38M Sell
57,300
-396
-0.7% -$9.52K 0.13% 74
2024
Q1 		$1.39M Buy
57,696
+9,158
+19% +$221K 0.13% 72
2023
Q4 		$1.17M Sell
48,538
-4,854
-9% -$115K 0.12% 80
2023
Q3 		$1.25M Buy
53,392
+1,778
+3% +$41.9K 0.14% 79
2023
Q2 		$1.22M Buy
51,614
+224
+0.4% +$5.32K 0.15% 69
2023
Q1 		$1.22M Sell
51,390
-5,142
-9% -$122K 0.15% 69
2022
Q4 		$1.33M Buy
56,532
+1,292
+2% +$30.1K 0.17% 66
2022
Q3 		$1.28M Sell
55,240
-17,528
-24% -$416K 0.22% 63
2022
Q2 		$1.73M Sell
72,768
-1,964
-3% -$47K 0.36% 45
2022
Q1 		$1.81M Buy
74,732
+13,164
+21% +$326K 0.32% 49
2021
Q4 		$1.56M Sell
61,568
-5,620
-8% -$142K 0.25% 55
2021
Q3 		$1.72M Sell
67,188
-2,068
-3% -$52.9K 0.34% 55
2021
Q2 		$1.77M Buy
69,256
+3,412
+5% +$87.3K 0.35% 56
2021
Q1 		$1.68M Buy
65,844
+25,022
+61% +$640K 0.35% 54
2020
Q4 		$1.05M Buy
40,822
+19,006
+87% +$490K 0.25% 80
2020
Q3 		$561K Sell
21,816
-9,892
-31% -$255K 0.17% 92
2020
Q2 		$815K Buy
+31,708
New +$801K 0.27% 75

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

Charles Schwab Trust's SCHJ Position: Q2 2026 in Review

Charles Schwab Trust reduced its Schwab 1-5 Year Corporate Bond ETF (SCHJ) stake by 8.9% in Q2 2026, selling an estimated $45.6K and leaving 18,804 shares worth $464K. The position accounts for 0.03% of the portfolio, ranked #132.

Charles Schwab Trust first reported a position in SCHJ in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.81M in Q1 2022. 153 funds tracked by Wall St. Rank hold SCHJ as of Q2 2026.

  • Charles Schwab Trust held 18,804 shares of Schwab 1-5 Year Corporate Bond ETF worth $464K as of Q2 2026.
  • Charles Schwab Trust sold 1,847 Schwab 1-5 Year Corporate Bond ETF shares in Q2 2026, an estimated $45.6K.
  • Schwab 1-5 Year Corporate Bond ETF made up 0.03% of Charles Schwab Trust's portfolio in Q2 2026, its #132 holding.
  • Charles Schwab Trust first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q2 2020 and has held it in 25 quarters since.
  • Charles Schwab Trust's Schwab 1-5 Year Corporate Bond ETF position peaked at $1.81M in Q1 2022.
  • 153 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q2 2026.

Based on Charles Schwab Trust's 13F filing for Q2 2026, filed 10 Jul 2026.