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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
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

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

Concurrent Investment Advisors's SCHJ Position: Q1 2026 in Review

Concurrent Investment Advisors reduced its Schwab 1-5 Year Corporate Bond ETF (SCHJ) stake by 12% in Q1 2026, selling an estimated $55.3K and leaving 16,097 shares worth $398K. The position accounts for ﹤0.01% of the portfolio, ranked #1327.

Concurrent Investment Advisors first reported a position in SCHJ in Q3 2025 and has held it in 3 quarters since. The position peaked at $456K in Q4 2025. 125 funds tracked by Wall St. Rank hold SCHJ as of Q1 2026.

  • Concurrent Investment Advisors held 16,097 shares of Schwab 1-5 Year Corporate Bond ETF worth $398K as of Q1 2026.
  • Concurrent Investment Advisors sold 2,225 Schwab 1-5 Year Corporate Bond ETF shares in Q1 2026, an estimated $55.3K.
  • Schwab 1-5 Year Corporate Bond ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #1327 holding.
  • Concurrent Investment Advisors first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Concurrent Investment Advisors's Schwab 1-5 Year Corporate Bond ETF position peaked at $456K in Q4 2025.
  • 125 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.