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
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

HIC
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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

D.B. Root & Company's SCHJ Position: Q1 2026 in Review

D.B. Root & Company increased its Schwab 1-5 Year Corporate Bond ETF (SCHJ) stake by 46% in Q1 2026, buying an estimated $107K and bringing the position to 13,669 shares worth $338K. The position accounts for 0.08% of the portfolio, ranked #143.

D.B. Root & Company first reported a position in SCHJ in Q3 2025 and has held it in 3 quarters since. 125 funds tracked by Wall St. Rank hold SCHJ as of Q1 2026.

  • D.B. Root & Company held 13,669 shares of Schwab 1-5 Year Corporate Bond ETF worth $338K as of Q1 2026.
  • D.B. Root & Company bought 4,319 Schwab 1-5 Year Corporate Bond ETF shares in Q1 2026, an estimated $107K.
  • Schwab 1-5 Year Corporate Bond ETF made up 0.08% of D.B. Root & Company's portfolio in Q1 2026, its #143 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 3 quarters since.
  • 125 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q1 2026.

Based on D.B. Root & Company's 13F filing for Q1 2026, filed 13 May 2026.