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
Q1 		$378K Sell
15,293
-15,105
-50% -$376K ﹤0.01% 2188
2025
Q4 		$757K Buy
+30,398
New +$757K ﹤0.01% 2054

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CM
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SWA
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CIA
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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

Corient Private Wealth's SCHJ Position: Q1 2026 in Review

Corient Private Wealth reduced its Schwab 1-5 Year Corporate Bond ETF (SCHJ) stake by 50% in Q1 2026, selling an estimated $376K and leaving 15,293 shares worth $378K. The position accounts for ﹤0.01% of the portfolio, ranked #2188.

Corient Private Wealth first reported a position in SCHJ in Q4 2025 and has held it in 2 quarters since. The position peaked at $757K in Q4 2025. 125 funds tracked by Wall St. Rank hold SCHJ as of Q1 2026.

  • Corient Private Wealth held 15,293 shares of Schwab 1-5 Year Corporate Bond ETF worth $378K as of Q1 2026.
  • Corient Private Wealth sold 15,105 Schwab 1-5 Year Corporate Bond ETF shares in Q1 2026, an estimated $376K.
  • Schwab 1-5 Year Corporate Bond ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #2188 holding.
  • Corient Private Wealth first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • Corient Private Wealth's Schwab 1-5 Year Corporate Bond ETF position peaked at $757K in Q4 2025.
  • 125 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.