DBRC
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D.B. Root & Company’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

D.B. Root & Company’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 		$302K Sell
12,255
-1,414
-10% -$34.9K 0.06% 161
2026
Q1 		$338K Buy
13,669
+4,319
+46% +$107K 0.08% 143
2025
Q4 		$233K Buy
9,350
+820
+10% +$20.4K 0.06% 174
2025
Q3 		$213K Buy
+8,530
New +$212K 0.05% 177

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

D.B. Root & Company's SCHJ Position: Q2 2026 in Review

D.B. Root & Company reduced its Schwab 1-5 Year Corporate Bond ETF (SCHJ) stake by 10% in Q2 2026, selling an estimated $34.9K and leaving 12,255 shares worth $302K. The position accounts for 0.06% of the portfolio, ranked #161.

D.B. Root & Company first reported a position in SCHJ in Q3 2025 and has held it in 4 quarters since. The position peaked at $338K in Q1 2026. 152 funds tracked by Wall St. Rank hold SCHJ as of Q2 2026.

  • D.B. Root & Company held 12,255 shares of Schwab 1-5 Year Corporate Bond ETF worth $302K as of Q2 2026.
  • D.B. Root & Company sold 1,414 Schwab 1-5 Year Corporate Bond ETF shares in Q2 2026, an estimated $34.9K.
  • Schwab 1-5 Year Corporate Bond ETF made up 0.06% of D.B. Root & Company's portfolio in Q2 2026, its #161 holding.
  • D.B. Root & Company first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • D.B. Root & Company's Schwab 1-5 Year Corporate Bond ETF position peaked at $338K in Q1 2026.
  • 152 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q2 2026.

Based on D.B. Root & Company's 13F filing for Q2 2026, filed 13 Aug 2026.