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 Q2	$850K	Buy	34,477 +6,677	+24%	+$165K	0.06%	90
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

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

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

Clearwater Capital Advisors's SCHJ Position: Q2 2026 in Review

Clearwater Capital Advisors increased its Schwab 1-5 Year Corporate Bond ETF (SCHJ) stake by 24% in Q2 2026, buying an estimated $165K and bringing the position to 34,477 shares worth $850K. The position accounts for 0.06% of the portfolio, ranked #90.

Clearwater Capital Advisors first reported a position in SCHJ in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.64M in Q3 2025. 152 funds tracked by Wall St. Rank hold SCHJ as of Q2 2026.

Clearwater Capital Advisors held 34,477 shares of Schwab 1-5 Year Corporate Bond ETF worth $850K as of Q2 2026.
Clearwater Capital Advisors bought 6,677 Schwab 1-5 Year Corporate Bond ETF shares in Q2 2026, an estimated $165K.
Schwab 1-5 Year Corporate Bond ETF made up 0.06% of Clearwater Capital Advisors's portfolio in Q2 2026, its #90 holding.
Clearwater Capital Advisors first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
Clearwater Capital Advisors's Schwab 1-5 Year Corporate Bond ETF position peaked at $2.64M in Q3 2025.
152 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q2 2026.

Based on Clearwater Capital Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.