Christensen King & Associates Investment Services’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Christensen King & Associates Investment Services’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	$449K	Sell	18,203 -1,146	-6%	-$28.3K	0.18%	66
2026 Q1	$478K	Buy	19,349 +2,766	+17%	+$68.8K	0.21%	61
2025 Q4	$413K	Sell	16,583 -116	-0.7%	-$2.89K	0.18%	68
2025 Q3	$417K	Sell	16,699 -316	-2%	-$7.85K	0.18%	67
2025 Q2	$422K	Sell	17,015 -172	-1%	-$4.23K	0.19%	64
2025 Q1	$423K	Buy	17,187 +25	+0.1%	+$612	0.2%	64
2024 Q4	$417K	Buy	17,162 +128	+0.8%	+$3.14K	0.2%	63
2024 Q3	$423K	Sell	17,034 -108	-0.6%	-$2.65K	0.2%	65
2024 Q2	$414K	Sell	17,142 -22	-0.1%	-$529	0.2%	65
2024 Q1	$415K	Sell	17,164 -510	-3%	-$12.3K	0.21%	63
2023 Q4	$428K	Buy	+17,674	New	+$418K	0.23%	61

Other funds holding SCHJ

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HIC

Hartline Investment Corp Winnetka, Illinois $1.15B AUM 65.07% 1-Year Est. Return

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 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

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Christensen King & Associates Investment Services's SCHJ Position: Q2 2026 in Review

Christensen King & Associates Investment Services reduced its Schwab 1-5 Year Corporate Bond ETF (SCHJ) stake by 5.9% in Q2 2026, selling an estimated $28.3K and leaving 18,203 shares worth $449K. The position accounts for 0.18% of the portfolio, ranked #66.

Christensen King & Associates Investment Services first reported a position in SCHJ in Q4 2023 and has held it in 11 quarters since. The position peaked at $478K in Q1 2026. 94 funds tracked by Wall St. Rank hold SCHJ as of Q2 2026.

Christensen King & Associates Investment Services held 18,203 shares of Schwab 1-5 Year Corporate Bond ETF worth $449K as of Q2 2026.
Christensen King & Associates Investment Services sold 1,146 Schwab 1-5 Year Corporate Bond ETF shares in Q2 2026, an estimated $28.3K.
Schwab 1-5 Year Corporate Bond ETF made up 0.18% of Christensen King & Associates Investment Services's portfolio in Q2 2026, its #66 holding.
Christensen King & Associates Investment Services first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
Christensen King & Associates Investment Services's Schwab 1-5 Year Corporate Bond ETF position peaked at $478K in Q1 2026.
94 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q2 2026.

Based on Christensen King & Associates Investment Services's 13F filing for Q2 2026, filed 14 Jul 2026.