D.B. Root & Company
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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
Q3 		$232K Sell
9,627
-2,628
-21% -$64.2K 0.05% 183
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

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CIA
Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return
Meridian Wealth Management
Meridian Wealth Management Lexington, Kentucky $3.35B AUM 30.28% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return
FA
FF Advisors Manhattan Beach, California $273M AUM 14.87% 1-Year Est. Return
Amara Financial
Amara Financial San Francisco, California $172M AUM 13.6% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

D.B. Root & Company's SCHJ Position: Q3 2026 in Review

D.B. Root & Company reduced its Schwab 1-5 Year Corporate Bond ETF (SCHJ) stake by 21% in Q3 2026, selling an estimated $64.2K and leaving 9,627 shares worth $232K. The position accounts for 0.05% of the portfolio, ranked #183.

D.B. Root & Company first reported a position in SCHJ in Q3 2025 and has held it in 5 quarters since. The position peaked at $338K in Q1 2026. 92 funds tracked by Wall St. Rank hold SCHJ as of Q3 2026.

  • D.B. Root & Company held 9,627 shares of Schwab 1-5 Year Corporate Bond ETF worth $232K as of Q3 2026.
  • D.B. Root & Company sold 2,628 Schwab 1-5 Year Corporate Bond ETF shares in Q3 2026, an estimated $64.2K.
  • Schwab 1-5 Year Corporate Bond ETF made up 0.05% of D.B. Root & Company's portfolio in Q3 2026, its #183 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 5 quarters since.
  • D.B. Root & Company's Schwab 1-5 Year Corporate Bond ETF position peaked at $338K in Q1 2026.
  • 92 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q3 2026.

Based on D.B. Root & Company's 13F filing for Q3 2026, filed 4 Nov 2026.