Client 1st Advisory Group
SCHJ icon

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
Q3 		$324K Sell
13,460
-3,920
-23% -$95.8K 0.08% 105
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 		$4.24M 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

Columbus Macro
Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return
FA
FF Advisors Manhattan Beach, California $273M AUM 14.87% 1-Year Est. Return
White & Co Financial Planning
White & Co Financial Planning Sunnyside, Washington $151M AUM 8.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Yanni & Associates Investment Advisors
Yanni & Associates Investment Advisors Wexford, Pennsylvania $109M AUM 13.78% 1-Year Est. Return
MFG Wealth Management
MFG Wealth Management Indianapolis, Indiana $138M AUM 31.54% 1-Year Est. Return
Essex LLC
Essex LLC Deer Park, Illinois $660M AUM 26.07% 1-Year Est. Return
Sightline Wealth Advisors
Sightline Wealth Advisors Groton, Connecticut $215M AUM 10.46% 1-Year Est. Return

Client 1st Advisory Group's SCHJ Position: Q3 2026 in Review

Client 1st Advisory Group reduced its Schwab 1-5 Year Corporate Bond ETF (SCHJ) stake by 23% in Q3 2026, selling an estimated $95.8K and leaving 13,460 shares worth $324K. The position accounts for 0.08% of the portfolio, ranked #105.

Client 1st Advisory Group first reported a position in SCHJ in Q1 2021 and has held it in 23 quarters since. The position peaked at $16.5M in Q3 2021. 35 funds tracked by Wall St. Rank hold SCHJ as of Q3 2026.

  • Client 1st Advisory Group held 13,460 shares of Schwab 1-5 Year Corporate Bond ETF worth $324K as of Q3 2026.
  • Client 1st Advisory Group sold 3,920 Schwab 1-5 Year Corporate Bond ETF shares in Q3 2026, an estimated $95.8K.
  • Schwab 1-5 Year Corporate Bond ETF made up 0.08% of Client 1st Advisory Group's portfolio in Q3 2026, its #105 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 23 quarters since.
  • Client 1st Advisory Group's Schwab 1-5 Year Corporate Bond ETF position peaked at $16.5M in Q3 2021.
  • 35 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q3 2026.

Based on Client 1st Advisory Group's 13F filing for Q3 2026, filed 19 Oct 2026.