Commonwealth Equity Services’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Commonwealth Equity Services’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	$386K	Buy	15,669 +1,111	+8%	+$27.4K	﹤0.01%	3523
2026 Q1	$360K	Buy	14,558 +5,989	+70%	+$149K	﹤0.01%	3515
2025 Q4	$213K	Sell	8,569 -307	-3%	-$7.65K	﹤0.01%	3923
2025 Q3	$221K	Sell	8,876 -9,582	-52%	-$238K	﹤0.01%	3879
2025 Q2	$458K	Sell	18,458 -7,076	-28%	-$174K	﹤0.01%	3218
2025 Q1	$629K	Buy	25,534 +2,146	+9%	+$52.6K	﹤0.01%	2849
2024 Q4	$570K	Buy	23,388 +836	+4%	+$20.5K	﹤0.01%	2855
2024 Q3	$559K	Buy	22,552 +698	+3%	+$17.1K	﹤0.01%	2805
2024 Q2	$528K	Buy	21,854 +990	+5%	+$23.8K	﹤0.01%	2790
2024 Q1	$504K	Buy	20,864 +11,668	+127%	+$282K	﹤0.01%	2812
2023 Q4	$222K	Buy	+9,196	New	+$218K	﹤0.01%	3427

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

Commonwealth Equity Services's SCHJ Position: Q2 2026 in Review

Commonwealth Equity Services increased its Schwab 1-5 Year Corporate Bond ETF (SCHJ) stake by 7.6% in Q2 2026, buying an estimated $27.4K and bringing the position to 15,669 shares worth $386K. The position accounts for ﹤0.01% of the portfolio, ranked #3523.

Commonwealth Equity Services first reported a position in SCHJ in Q4 2023 and has held it in 11 quarters since. The position peaked at $629K in Q1 2025. 153 funds tracked by Wall St. Rank hold SCHJ as of Q2 2026.

Commonwealth Equity Services held 15,669 shares of Schwab 1-5 Year Corporate Bond ETF worth $386K as of Q2 2026.
Commonwealth Equity Services bought 1,111 Schwab 1-5 Year Corporate Bond ETF shares in Q2 2026, an estimated $27.4K.
Schwab 1-5 Year Corporate Bond ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #3523 holding.
Commonwealth Equity Services first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
Commonwealth Equity Services's Schwab 1-5 Year Corporate Bond ETF position peaked at $629K in Q1 2025.
153 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.