Compass Financial Management’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Compass Financial Management’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	$5.65K	Buy	+229	New	+$5.65K	﹤0.01%	1162

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 Management's SCHJ Position: Q2 2026 in Review

Compass Financial Management opened a new position in Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q2 2026: 229 shares worth $5.65K. The stake represents ﹤0.01% of the portfolio and ranks #1162 among its holdings.

144 funds tracked by Wall St. Rank hold SCHJ as of Q2 2026.

Compass Financial Management held 229 shares of Schwab 1-5 Year Corporate Bond ETF worth $5.65K as of Q2 2026.
Schwab 1-5 Year Corporate Bond ETF was a new Compass Financial Management position in Q2 2026.
Schwab 1-5 Year Corporate Bond ETF made up ﹤0.01% of Compass Financial Management's portfolio in Q2 2026, its #1162 holding.
144 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.