Creative Planning
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Creative Planning’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Creative Planning’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 		$1.91M Buy
77,216
+24,916
+48% +$620K ﹤0.01% 1923
2025
Q4 		$1.3M Buy
52,300
+25,567
+96% +$637K ﹤0.01% 2073
2025
Q3 		$667K Buy
26,733
+1,538
+6% +$38.2K ﹤0.01% 2472
2025
Q2 		$625K Buy
25,195
+4,644
+23% +$114K ﹤0.01% 2266
2025
Q1 		$506K Sell
20,551
-996
-5% -$24.4K ﹤0.01% 2276
2024
Q4 		$525K Buy
21,547
+151
+0.7% +$3.7K ﹤0.01% 2175
2024
Q3 		$531K Buy
21,396
+922
+5% +$22.6K ﹤0.01% 2054
2024
Q2 		$494K Buy
20,474
+3,932
+24% +$94.5K ﹤0.01% 1954
2024
Q1 		$400K Sell
16,542
-7,060
-30% -$170K ﹤0.01% 2024
2023
Q4 		$571K Buy
23,602
+6,248
+36% +$148K ﹤0.01% 1620
2023
Q3 		$408K Sell
17,354
-18,164
-51% -$428K ﹤0.01% 1702
2023
Q2 		$839K Buy
35,518
+16,014
+82% +$380K ﹤0.01% 1224
2023
Q1 		$464K Buy
19,504
+654
+3% +$15.5K ﹤0.01% 1512
2022
Q4 		$442K Buy
18,850
+1,302
+7% +$30.3K ﹤0.01% 1496
2022
Q3 		$406K Buy
17,548
+3,792
+28% +$90K ﹤0.01% 1459
2022
Q2 		$327K Sell
13,756
-94
-0.7% -$2.25K ﹤0.01% 1552
2022
Q1 		$336K Buy
13,850
+3,020
+28% +$74.7K ﹤0.01% 1553
2021
Q4 		$274K Buy
+10,830
New +$274K ﹤0.01% 1683
2021
Q2 		– Sell
-19,800
Closed -$505K – 2509
2021
Q1 		$505K Buy
+19,800
New +$507K ﹤0.01% 1433

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

Creative Planning's SCHJ Position: Q1 2026 in Review

Creative Planning increased its Schwab 1-5 Year Corporate Bond ETF (SCHJ) stake by 48% in Q1 2026, buying an estimated $620K and bringing the position to 77,216 shares worth $1.91M. The position accounts for ﹤0.01% of the portfolio, ranked #1923.

Creative Planning first reported a position in SCHJ in Q1 2021 and has held it in 19 quarters since. 125 funds tracked by Wall St. Rank hold SCHJ as of Q1 2026.

  • Creative Planning held 77,216 shares of Schwab 1-5 Year Corporate Bond ETF worth $1.91M as of Q1 2026.
  • Creative Planning bought 24,916 Schwab 1-5 Year Corporate Bond ETF shares in Q1 2026, an estimated $620K.
  • Schwab 1-5 Year Corporate Bond ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1923 holding.
  • Creative Planning first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q1 2021 and has held it in 19 quarters since.
  • 125 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.