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

CoreCap 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 		$38.8K Hold
1,574
– – ﹤0.01% 1513
2026
Q1 		$38.9K Hold
1,574
– – ﹤0.01% 1411
2025
Q4 		$39.2K Hold
1,574
– – ﹤0.01% 1423
2025
Q3 		$39.3K Hold
1,574
– – ﹤0.01% 1414
2025
Q2 		$39.1K Hold
1,574
– – ﹤0.01% 1344
2025
Q1 		$38.8K Buy
1,574
+21
+1% +$514 ﹤0.01% 1276
2024
Q4 		$37.9K Sell
1,553
-1
-0.1% -$25 ﹤0.01% 1298
2024
Q3 		$38.5K Buy
+1,554
New +$38.1K ﹤0.01% 1306
2024
Q2 		– Sell
-2,852
Closed -$68.9K – 2404
2024
Q1 		$68.9K Buy
+2,852
New +$68.8K ﹤0.01% 993
2022
Q4 		$178K Buy
+7,604
New +$177K 0.01% 567
2022
Q3 		– Sell
-5,338
Closed -$127K – 1790
2022
Q2 		$127K Sell
5,338
-6,608
-55% -$158K 0.01% 618
2022
Q1 		$290K Sell
11,946
-8,532
-42% -$211K 0.02% 416
2021
Q4 		$518K Buy
+20,478
New +$519K 0.03% 358

Other funds holding SCHJ

Envestnet Asset Management
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
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

CoreCap Advisors's SCHJ Position: Q2 2026 in Review

CoreCap Advisors held its Schwab 1-5 Year Corporate Bond ETF (SCHJ) position steady in Q2 2026 at 1,574 shares worth $38.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1513.

CoreCap Advisors first reported a position in SCHJ in Q4 2021 and has held it in 13 quarters since. The position peaked at $518K in Q4 2021. 153 funds tracked by Wall St. Rank hold SCHJ as of Q2 2026.

  • CoreCap Advisors held 1,574 shares of Schwab 1-5 Year Corporate Bond ETF worth $38.8K as of Q2 2026.
  • CoreCap Advisors left its Schwab 1-5 Year Corporate Bond ETF share count unchanged in Q2 2026.
  • Schwab 1-5 Year Corporate Bond ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #1513 holding.
  • CoreCap Advisors first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q4 2021 and has held it in 13 quarters since.
  • CoreCap Advisors's Schwab 1-5 Year Corporate Bond ETF position peaked at $518K in Q4 2021.
  • 153 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.