Corient Private Wealth
SCHJ icon

Corient Private Wealth’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Corient Private Wealth’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 		– Sell
-15,293
Closed -$378K – 3209
2026
Q1 		$378K Buy
15,293
+94
+0.6% +$2.34K ﹤0.01% 2188
2025
Q4 		$378K Buy
+15,199
New +$379K ﹤0.01% 2025

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Corient Private Wealth's SCHJ Position: Q2 2026 in Review

Corient Private Wealth sold out of Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q2 2026, closing a stake of 15,293 shares — an estimated $378K sold.

Corient Private Wealth first reported a position in SCHJ in Q4 2025 and held it in 2 quarters. The position peaked at $378K in Q4 2025. 152 funds tracked by Wall St. Rank hold SCHJ as of Q2 2026.

  • Corient Private Wealth reported no remaining Schwab 1-5 Year Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Corient Private Wealth sold 15,293 Schwab 1-5 Year Corporate Bond ETF shares in Q2 2026, an estimated $378K.
  • Corient Private Wealth first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q4 2025 and held it in 2 quarters.
  • Corient Private Wealth's Schwab 1-5 Year Corporate Bond ETF position peaked at $378K in Q4 2025.
  • 152 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.