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Compass Financial Group (South Dakota)’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Compass Financial Group (South Dakota)’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 		$5.33M Buy
215,750
+47,802
+28% +$1.19M 0.75% 17
2025
Q4 		$4.18M Buy
167,948
+18,812
+13% +$469K 0.6% 17
2025
Q3 		$3.72M Buy
149,136
+23,826
+19% +$592K 0.56% 18
2025
Q2 		$3.11M Buy
125,310
+20,726
+20% +$510K 0.51% 18
2025
Q1 		$2.58M Buy
104,584
+28,126
+37% +$689K 0.49% 21
2024
Q4 		$1.86M Buy
76,458
+6,586
+9% +$161K 0.35% 24
2024
Q3 		$1.73M Buy
69,872
+9,528
+16% +$234K 0.34% 24
2024
Q2 		$1.46M Buy
60,344
+13,540
+29% +$326K 0.32% 25
2024
Q1 		$1.13M Buy
46,804
+9,572
+26% +$231K 0.26% 27
2023
Q4 		$901K Buy
37,232
+8,786
+31% +$208K 0.24% 32
2023
Q3 		$668K Buy
28,446
+7,808
+38% +$184K 0.2% 42
2023
Q2 		$488K Buy
20,638
+8,034
+64% +$191K 0.15% 48
2023
Q1 		$300K Buy
12,604
+3,124
+33% +$73.9K 0.1% 67
2022
Q4 		$222K Buy
+9,480
New +$221K 0.08% 87

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

Compass Financial Group (South Dakota)'s SCHJ Position: Q1 2026 in Review

Compass Financial Group (South Dakota) increased its Schwab 1-5 Year Corporate Bond ETF (SCHJ) stake by 28% in Q1 2026, buying an estimated $1.19M and bringing the position to 215,750 shares worth $5.33M. The position accounts for 0.75% of the portfolio, ranked #17.

Compass Financial Group (South Dakota) first reported a position in SCHJ in Q4 2022 and has held it in 14 quarters since. 125 funds tracked by Wall St. Rank hold SCHJ as of Q1 2026.

  • Compass Financial Group (South Dakota) held 215,750 shares of Schwab 1-5 Year Corporate Bond ETF worth $5.33M as of Q1 2026.
  • Compass Financial Group (South Dakota) bought 47,802 Schwab 1-5 Year Corporate Bond ETF shares in Q1 2026, an estimated $1.19M.
  • Schwab 1-5 Year Corporate Bond ETF made up 0.75% of Compass Financial Group (South Dakota)'s portfolio in Q1 2026, its #17 holding.
  • Compass Financial Group (South Dakota) first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • 125 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q1 2026.

Based on Compass Financial Group (South Dakota)'s 13F filing for Q1 2026, filed 29 Apr 2026.