CIA
SCHJ icon

Concurrent Investment Advisors’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Concurrent Investment Advisors’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 		$345K Sell
13,995
-2,102
-13% -$51.9K ﹤0.01% 1613
2026
Q1 		$398K Sell
16,097
-2,225
-12% -$55.3K ﹤0.01% 1327
2025
Q4 		$456K Buy
18,322
+4,780
+35% +$119K 0.01% 1189
2025
Q3 		$338K Buy
+13,542
New +$336K 0.01% 1101

Other funds holding SCHJ

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CM
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
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

Concurrent Investment Advisors's SCHJ Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Schwab 1-5 Year Corporate Bond ETF (SCHJ) stake by 13% in Q2 2026, selling an estimated $51.9K and leaving 13,995 shares worth $345K. The position accounts for ﹤0.01% of the portfolio, ranked #1613.

Concurrent Investment Advisors first reported a position in SCHJ in Q3 2025 and has held it in 4 quarters since. The position peaked at $456K in Q4 2025. 154 funds tracked by Wall St. Rank hold SCHJ as of Q2 2026.

  • Concurrent Investment Advisors held 13,995 shares of Schwab 1-5 Year Corporate Bond ETF worth $345K as of Q2 2026.
  • Concurrent Investment Advisors sold 2,102 Schwab 1-5 Year Corporate Bond ETF shares in Q2 2026, an estimated $51.9K.
  • Schwab 1-5 Year Corporate Bond ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1613 holding.
  • Concurrent Investment Advisors first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Concurrent Investment Advisors's Schwab 1-5 Year Corporate Bond ETF position peaked at $456K in Q4 2025.
  • 154 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.