Envestnet Asset Management
SCHJ icon

Envestnet Asset Management’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Envestnet Asset Management’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 		$38.4M Buy
1,557,816
+1,171,609
+303% +$28.9M 0.01% 1011
2026
Q1 		$9.55M Sell
386,207
-14,836
-4% -$369K ﹤0.01% 1860
2025
Q4 		$9.99M Buy
401,043
+23,260
+6% +$579K ﹤0.01% 1690
2025
Q3 		$9.42M Buy
377,783
+2,800
+0.7% +$69.5K ﹤0.01% 1807
2025
Q2 		$9.3M Sell
374,983
-18,939
-5% -$466K ﹤0.01% 1780
2025
Q1 		$9.71M Sell
393,922
-6,961
-2% -$170K ﹤0.01% 1682
2024
Q4 		$9.77M Buy
400,883
+22,445
+6% +$550K ﹤0.01% 1659
2024
Q3 		$9.39M Buy
378,438
+7,906
+2% +$194K ﹤0.01% 1682
2024
Q2 		$8.94M Buy
370,532
+2,286
+0.6% +$55K ﹤0.01% 1632
2024
Q1 		$8.9M Buy
368,246
+96,468
+35% +$2.33M ﹤0.01% 1606
2023
Q4 		$6.57M Buy
271,778
+246,136
+960% +$5.83M ﹤0.01% 1711
2023
Q3 		$602K Buy
25,642
+13,750
+116% +$324K ﹤0.01% 3146
2023
Q2 		$281K Sell
11,892
-23,820
-67% -$565K ﹤0.01% 3524
2023
Q1 		$849K Sell
35,712
-30,048
-46% -$710K ﹤0.01% 2787
2022
Q4 		$1.54M Buy
65,760
+5,728
+10% +$133K ﹤0.01% 2334
2022
Q3 		$1.39M Sell
60,032
-3,628
-6% -$86.1K ﹤0.01% 2307
2022
Q2 		$1.51M Buy
63,660
+5,414
+9% +$129K ﹤0.01% 2291
2022
Q1 		$1.41M Buy
58,246
+26,576
+84% +$657K ﹤0.01% 2408
2021
Q4 		$800K Sell
31,670
-19,492
-38% -$494K ﹤0.01% 2777
2021
Q3 		$1.31M Sell
51,162
-186,688
-78% -$4.78M ﹤0.01% 2370
2021
Q2 		$6.09M Sell
237,850
-56,254
-19% -$1.44M ﹤0.01% 1393
2021
Q1 		$7.5M Buy
+294,104
New +$7.53M ﹤0.01% 1205

Other funds holding SCHJ

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
SW
SlateStone Wealth Jupiter, Florida $1.31B AUM 26.51% 1-Year Est. Return

Envestnet Asset Management's SCHJ Position: Q2 2026 in Review

Envestnet Asset Management increased its Schwab 1-5 Year Corporate Bond ETF (SCHJ) stake by 303% in Q2 2026, buying an estimated $28.9M and bringing the position to 1,557,816 shares worth $38.4M. The position accounts for 0.01% of the portfolio, ranked #1011.

Envestnet Asset Management first reported a position in SCHJ in Q1 2021 and has held it in 22 quarters since. 153 funds tracked by Wall St. Rank hold SCHJ as of Q2 2026.

  • Envestnet Asset Management held 1,557,816 shares of Schwab 1-5 Year Corporate Bond ETF worth $38.4M as of Q2 2026.
  • Envestnet Asset Management bought 1,171,609 Schwab 1-5 Year Corporate Bond ETF shares in Q2 2026, an estimated $28.9M.
  • Schwab 1-5 Year Corporate Bond ETF made up 0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #1011 holding.
  • Envestnet Asset Management first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q1 2021 and has held it in 22 quarters since.
  • 153 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.