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 Q2	$6.03M	Buy	244,346 +28,596	+13%	+$705K	0.69%	17
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

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

Compass Financial Group (South Dakota)'s SCHJ Position: Q2 2026 in Review

Compass Financial Group (South Dakota) increased its Schwab 1-5 Year Corporate Bond ETF (SCHJ) stake by 13% in Q2 2026, buying an estimated $705K and bringing the position to 244,346 shares worth $6.03M. The position accounts for 0.69% of the portfolio, ranked #17.

Compass Financial Group (South Dakota) first reported a position in SCHJ in Q4 2022 and has held it in 15 quarters since. 152 funds tracked by Wall St. Rank hold SCHJ as of Q2 2026.

Compass Financial Group (South Dakota) held 244,346 shares of Schwab 1-5 Year Corporate Bond ETF worth $6.03M as of Q2 2026.
Compass Financial Group (South Dakota) bought 28,596 Schwab 1-5 Year Corporate Bond ETF shares in Q2 2026, an estimated $705K.
Schwab 1-5 Year Corporate Bond ETF made up 0.69% of Compass Financial Group (South Dakota)'s portfolio in Q2 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 15 quarters since.
152 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q2 2026.

Based on Compass Financial Group (South Dakota)'s 13F filing for Q2 2026, filed 5 Aug 2026.