Dynamic Advisor Solutions’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Dynamic Advisor Solutions’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
2025 Q4	–	Sell	-8,646	Closed	-$216K	–	990
2025 Q3	$216K	Hold	8,646	–	–	0.01%	878
2025 Q2	$215K	Sell	8,646 -36	-0.4%	-$885	0.01%	839
2025 Q1	$214K	Buy	+8,682	New	+$213K	0.01%	795
2024 Q4	–	Sell	-8,682	Closed	-$215K	–	792
2024 Q3	$215K	Hold	8,682	–	–	0.01%	862
2024 Q2	$210K	Hold	8,682	–	–	0.01%	867
2024 Q1	$210K	Hold	8,682	–	–	0.01%	851
2023 Q4	$209K	Hold	8,682	–	–	0.01%	827
2023 Q3	$204K	Sell	8,682 -2,000	-19%	-$47.2K	0.01%	777
2023 Q2	$252K	Buy	10,682 +940	+10%	+$22.3K	0.01%	677
2023 Q1	$232K	Hold	9,742	–	–	0.01%	663
2022 Q4	$228K	Sell	9,742 -312	-3%	-$7.27K	0.02%	630
2022 Q3	$233K	Buy	+10,054	New	+$239K	0.02%	588
2021 Q4	–	Sell	-24,422	Closed	-$623K	–	789
2021 Q3	$623K	Buy	+24,422	New	+$625K	0.05%	391

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

Columbus Macro New Castle, Pennsylvania $936M AUM 12.9% 1-Year Est. Return

WWWM

White Wing Wealth Management The Wodlands, Texas $192M AUM 23.21% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

SlateStone Wealth Jupiter, Florida $1.21B AUM 21.86% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CIA

Cape Investment Advisory Mcdonough, Georgia $301M AUM 15.49% 1-Year Est. Return

MWM

Meridian Wealth Management Lexington, Kentucky $2.85B AUM 31.23% 1-Year Est. Return

Dynamic Advisor Solutions's SCHJ Position: Q4 2025 in Review

Dynamic Advisor Solutions sold out of Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q4 2025, closing a stake of 8,646 shares — an estimated $216K sold.

Dynamic Advisor Solutions first reported a position in SCHJ in Q3 2021 and held it in 13 quarters. The position peaked at $623K in Q3 2021. 127 funds tracked by Wall St. Rank hold SCHJ as of Q4 2025.

Dynamic Advisor Solutions reported no remaining Schwab 1-5 Year Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
Dynamic Advisor Solutions sold 8,646 Schwab 1-5 Year Corporate Bond ETF shares in Q4 2025, an estimated $216K.
Dynamic Advisor Solutions first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q3 2021 and held it in 13 quarters.
Dynamic Advisor Solutions's Schwab 1-5 Year Corporate Bond ETF position peaked at $623K in Q3 2021.
127 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q4 2025.

Based on Dynamic Advisor Solutions's 13F filing for Q4 2025, filed 9 Jan 2026.