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Clearstead Advisors’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Clearstead Advisors’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
2025
Q3 		– Sell
-1,106
Closed -$27.4K – 3224
2025
Q2 		$27.4K Hold
1,106
– – ﹤0.01% 1497
2025
Q1 		$27.3K Buy
+1,106
New +$27.1K ﹤0.01% 1329

Other funds holding SCHJ

CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return
MWM
Meridian Wealth Management Lexington, Kentucky $2.85B AUM 31.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WWWM
White Wing Wealth Management The Wodlands, Texas $192M AUM 23.21% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
SW
SlateStone Wealth Jupiter, Florida $1.31B AUM 26.51% 1-Year Est. Return

Clearstead Advisors's SCHJ Position: Q3 2025 in Review

Clearstead Advisors sold out of Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q3 2025, closing a stake of 1,106 shares — an estimated $27.4K sold.

Clearstead Advisors first reported a position in SCHJ in Q1 2025 and held it in 2 quarters. The position peaked at $27.4K in Q2 2025. 113 funds tracked by Wall St. Rank hold SCHJ as of Q3 2025.

  • Clearstead Advisors reported no remaining Schwab 1-5 Year Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Clearstead Advisors sold 1,106 Schwab 1-5 Year Corporate Bond ETF shares in Q3 2025, an estimated $27.4K.
  • Clearstead Advisors first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q1 2025 and held it in 2 quarters.
  • Clearstead Advisors's Schwab 1-5 Year Corporate Bond ETF position peaked at $27.4K in Q2 2025.
  • 113 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q3 2025.

Based on Clearstead Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.