Client 1st Advisory Group’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Client 1st Advisory Group’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	$429K	Hold	17,380	–	–	0.11%	88
2026 Q1	$430K	Hold	17,380	–	–	0.13%	82
2025 Q4	$433K	Hold	17,380	–	–	0.14%	79
2025 Q3	$434K	Sell	17,380 -788	-4%	-$19.6K	0.14%	76
2025 Q2	$451K	Sell	18,168 -6,690	-27%	-$164K	0.16%	70
2025 Q1	$613K	Sell	24,858 -720	-3%	-$17.6K	0.24%	56
2024 Q4	$623K	Sell	25,578 -476	-2%	-$11.7K	0.24%	52
2024 Q3	$646K	Sell	26,054 -10,912	-30%	-$268K	0.26%	46
2024 Q2	$892K	Sell	36,966 -1,080	-3%	-$26K	0.38%	38
2024 Q1	$919K	Sell	38,046 -4,352	-10%	-$105K	0.41%	33
2023 Q4	$1.03M	Sell	42,398 -13,246	-24%	-$314K	0.5%	30
2023 Q3	$1.31M	Sell	55,644 -29,646	-35%	-$699K	0.69%	28
2023 Q2	$2.02M	Sell	85,290 -17,426	-17%	-$414K	1.06%	22
2023 Q1	$2.44M	Sell	102,716 -38,954	-27%	-$921K	1.32%	16
2022 Q4	$3.32M	Sell	141,670 -41,678	-23%	-$971K	1.94%	12
2022 Q3	$4.25M	Sell	183,348 -15,444	-8%	-$367K	2.64%	9
2022 Q2	$4.72M	Sell	198,792 -238,604	-55%	-$5.71M	2.81%	10
2022 Q1	$10.6M	Sell	437,396 -137,296	-24%	-$3.4M	5.19%	5
2021 Q4	$14.5M	Sell	574,692 -71,234	-11%	-$1.81M	7.09%	4
2021 Q3	$16.5M	Buy	645,926 +79,882	+14%	+$2.04M	8.42%	4
2021 Q2	$14.5M	Buy	566,044 +411,206	+266%	+$10.5M	7.51%	4
2021 Q1	$3.95M	Buy	+154,838	New	+$3.96M	2.26%	14

Other funds holding SCHJ

WWWM

White Wing Wealth Management The Wodlands, Texas $192M AUM 23.21% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

YAIA

Yanni & Associates Investment Advisors Wexford, Pennsylvania $108M AUM

WCFP

White & Co Financial Planning Sunnyside, Washington $161M AUM 18.51% 1-Year Est. Return

MWM

MFG Wealth Management Indianapolis, Indiana $140M AUM 44.72% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $537M AUM 18.21% 1-Year Est. Return

FFG

First Financial Group Raleigh, North Carolina $138M AUM 15.95% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

LAIC

Lederer & Associates Investment Counsel Long Beach, California $152M AUM 19.48% 1-Year Est. Return

Client 1st Advisory Group's SCHJ Position: Q2 2026 in Review

Client 1st Advisory Group held its Schwab 1-5 Year Corporate Bond ETF (SCHJ) position steady in Q2 2026 at 17,380 shares worth $429K. The position accounts for 0.11% of the portfolio, ranked #88.

Client 1st Advisory Group first reported a position in SCHJ in Q1 2021 and has held it in 22 quarters since. The position peaked at $16.5M in Q3 2021. 24 funds tracked by Wall St. Rank hold SCHJ as of Q2 2026.

Client 1st Advisory Group held 17,380 shares of Schwab 1-5 Year Corporate Bond ETF worth $429K as of Q2 2026.
Client 1st Advisory Group left its Schwab 1-5 Year Corporate Bond ETF share count unchanged in Q2 2026.
Schwab 1-5 Year Corporate Bond ETF made up 0.11% of Client 1st Advisory Group's portfolio in Q2 2026, its #88 holding.
Client 1st Advisory Group first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q1 2021 and has held it in 22 quarters since.
Client 1st Advisory Group's Schwab 1-5 Year Corporate Bond ETF position peaked at $16.5M in Q3 2021.
24 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q2 2026.

Based on Client 1st Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.