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Essex LLC’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Essex LLC’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 		$1.7M Sell
69,134
-2,437
-3% -$60.1K 0.26% 62
2026
Q1 		$1.77M Sell
71,571
-14,738
-17% -$367K 0.31% 62
2025
Q4 		$2.15M Sell
86,309
-20,031
-19% -$499K 0.38% 52
2025
Q3 		$2.65M Sell
106,340
-22,543
-17% -$560K 0.48% 42
2025
Q2 		$3.2M Buy
128,883
+3,808
+3% +$93.6K 0.63% 38
2025
Q1 		$3.08M Sell
125,075
-3,575
-3% -$87.6K 0.67% 37
2024
Q4 		$3.14M Sell
128,650
-140
-0.1% -$3.43K 0.66% 40
2024
Q3 		$3.19M Hold
128,790
– – 0.65% 41
2024
Q2 		$3.11M Sell
128,790
-1,960
-1% -$47.1K 0.7% 43
2024
Q1 		$3.16M Buy
130,750
+760
+0.6% +$18.3K 0.73% 44
2023
Q4 		$3.14M Buy
129,990
+89,660
+222% +$2.12M 0.78% 41
2023
Q3 		$947K Sell
40,330
-260
-0.6% -$6.13K 0.27% 80
2023
Q2 		$959K Sell
40,590
-2,170
-5% -$51.5K 0.27% 80
2023
Q1 		$1M Hold
42,760
– – 0.3% 79
2022
Q4 		$1M Buy
+42,760
New +$996K 0.3% 79

Other funds holding SCHJ

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Essex LLC's SCHJ Position: Q2 2026 in Review

Essex LLC reduced its Schwab 1-5 Year Corporate Bond ETF (SCHJ) stake by 3.4% in Q2 2026, selling an estimated $60.1K and leaving 69,134 shares worth $1.7M. The position accounts for 0.26% of the portfolio, ranked #62.

Essex LLC first reported a position in SCHJ in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.2M in Q2 2025. 154 funds tracked by Wall St. Rank hold SCHJ as of Q2 2026.

  • Essex LLC held 69,134 shares of Schwab 1-5 Year Corporate Bond ETF worth $1.7M as of Q2 2026.
  • Essex LLC sold 2,437 Schwab 1-5 Year Corporate Bond ETF shares in Q2 2026, an estimated $60.1K.
  • Schwab 1-5 Year Corporate Bond ETF made up 0.26% of Essex LLC's portfolio in Q2 2026, its #62 holding.
  • Essex LLC first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Essex LLC's Schwab 1-5 Year Corporate Bond ETF position peaked at $3.2M in Q2 2025.
  • 154 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q2 2026.

Based on Essex LLC's 13F filing for Q2 2026, filed 24 Jul 2026.