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EverSource Wealth Advisors’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

EverSource Wealth Advisors’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 		$559K Sell
22,675
-74
-0.3% -$1.82K 0.02% 529
2026
Q1 		$562K Buy
22,749
+3,560
+19% +$88.5K 0.02% 558
2025
Q4 		$478K Buy
19,189
+15,500
+420% +$386K 0.02% 558
2025
Q3 		$92K Buy
+3,689
New +$91.6K ﹤0.01% 1329
2022
Q3 		– Sell
-10
Closed – – 2112
2022
Q2 		$0 Buy
+10
New +$239 ﹤0.01% 1867

Other funds holding SCHJ

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

EverSource Wealth Advisors's SCHJ Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Schwab 1-5 Year Corporate Bond ETF (SCHJ) stake by 0.33% in Q2 2026, selling an estimated $1.82K and leaving 22,675 shares worth $559K. The position accounts for 0.02% of the portfolio, ranked #529.

EverSource Wealth Advisors first reported a position in SCHJ in Q2 2022 and has held it in 5 quarters since. The position peaked at $562K in Q1 2026. 153 funds tracked by Wall St. Rank hold SCHJ as of Q2 2026.

  • EverSource Wealth Advisors held 22,675 shares of Schwab 1-5 Year Corporate Bond ETF worth $559K as of Q2 2026.
  • EverSource Wealth Advisors sold 74 Schwab 1-5 Year Corporate Bond ETF shares in Q2 2026, an estimated $1.82K.
  • Schwab 1-5 Year Corporate Bond ETF made up 0.02% of EverSource Wealth Advisors's portfolio in Q2 2026, its #529 holding.
  • EverSource Wealth Advisors first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q2 2022 and has held it in 5 quarters since.
  • EverSource Wealth Advisors's Schwab 1-5 Year Corporate Bond ETF position peaked at $562K in Q1 2026.
  • 153 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.