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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
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

HIC
Hamrick Investment Counsel Seattle, Washington $180M AUM
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

Essex LLC's SCHJ Position: Q1 2026 in Review

Essex LLC reduced its Schwab 1-5 Year Corporate Bond ETF (SCHJ) stake by 17% in Q1 2026, selling an estimated $367K and leaving 71,571 shares worth $1.77M. The position accounts for 0.31% of the portfolio, ranked #62.

Essex LLC first reported a position in SCHJ in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.2M in Q2 2025. 125 funds tracked by Wall St. Rank hold SCHJ as of Q1 2026.

  • Essex LLC held 71,571 shares of Schwab 1-5 Year Corporate Bond ETF worth $1.77M as of Q1 2026.
  • Essex LLC sold 14,738 Schwab 1-5 Year Corporate Bond ETF shares in Q1 2026, an estimated $367K.
  • Schwab 1-5 Year Corporate Bond ETF made up 0.31% of Essex LLC's portfolio in Q1 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 14 quarters since.
  • Essex LLC's Schwab 1-5 Year Corporate Bond ETF position peaked at $3.2M in Q2 2025.
  • 125 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q1 2026.

Based on Essex LLC's 13F filing for Q1 2026, filed 24 Apr 2026.