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

Clearwater Capital 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
2026
Q1 		$687K Sell
27,800
-41,722
-60% -$1.04M 0.06% 100
2025
Q4 		$1.73M Sell
69,522
-36,120
-34% -$900K 0.14% 56
2025
Q3 		$2.64M Sell
105,642
-220
-0.2% -$5.46K 0.22% 50
2025
Q2 		$2.63M Sell
105,862
-448
-0.4% -$11K 0.24% 48
2025
Q1 		$2.62M Sell
106,310
-1,513
-1% -$37.1K 0.25% 49
2024
Q4 		$2.63M Buy
107,823
+68,795
+176% +$1.69M 0.26% 49
2024
Q3 		$968K Buy
39,028
+180
+0.5% +$4.42K 0.09% 80
2024
Q2 		$938K Buy
38,848
+4,610
+13% +$111K 0.1% 74
2024
Q1 		$827K Buy
34,238
+438
+1% +$10.6K 0.09% 73
2023
Q4 		$818K Buy
+33,800
New +$800K 0.09% 72

Other funds holding SCHJ

HIC
Hamrick Investment Counsel Seattle, Washington $180M AUM
HIC
Hartline Investment Corp Winnetka, Illinois $909M AUM 45.7% 1-Year Est. Return
WWWM
White Wing Wealth Management The Wodlands, Texas $192M AUM 23.21% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $936M AUM 12.9% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SWA
Sightline Wealth Advisors Groton, Connecticut $236M AUM 12.89% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $301M AUM 15.49% 1-Year Est. Return
SW
SlateStone Wealth Jupiter, Florida $1.21B AUM 21.86% 1-Year Est. Return
MWM
Meridian Wealth Management Lexington, Kentucky $2.85B AUM 31.23% 1-Year Est. Return

Clearwater Capital Advisors's SCHJ Position: Q1 2026 in Review

Clearwater Capital Advisors reduced its Schwab 1-5 Year Corporate Bond ETF (SCHJ) stake by 60% in Q1 2026, selling an estimated $1.04M and leaving 27,800 shares worth $687K. The position accounts for 0.06% of the portfolio, ranked #100.

Clearwater Capital Advisors first reported a position in SCHJ in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.64M in Q3 2025. 125 funds tracked by Wall St. Rank hold SCHJ as of Q1 2026.

  • Clearwater Capital Advisors held 27,800 shares of Schwab 1-5 Year Corporate Bond ETF worth $687K as of Q1 2026.
  • Clearwater Capital Advisors sold 41,722 Schwab 1-5 Year Corporate Bond ETF shares in Q1 2026, an estimated $1.04M.
  • Schwab 1-5 Year Corporate Bond ETF made up 0.06% of Clearwater Capital Advisors's portfolio in Q1 2026, its #100 holding.
  • Clearwater Capital Advisors first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • Clearwater Capital Advisors's Schwab 1-5 Year Corporate Bond ETF position peaked at $2.64M in Q3 2025.
  • 125 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q1 2026.

Based on Clearwater Capital Advisors's 13F filing for Q1 2026, filed 13 May 2026.