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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
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

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

EverSource Wealth Advisors's SCHJ Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Schwab 1-5 Year Corporate Bond ETF (SCHJ) stake by 19% in Q1 2026, buying an estimated $88.5K and bringing the position to 22,749 shares worth $562K. The position accounts for 0.02% of the portfolio, ranked #558.

EverSource Wealth Advisors first reported a position in SCHJ in Q2 2022 and has held it in 4 quarters since. 125 funds tracked by Wall St. Rank hold SCHJ as of Q1 2026.

  • EverSource Wealth Advisors held 22,749 shares of Schwab 1-5 Year Corporate Bond ETF worth $562K as of Q1 2026.
  • EverSource Wealth Advisors bought 3,560 Schwab 1-5 Year Corporate Bond ETF shares in Q1 2026, an estimated $88.5K.
  • Schwab 1-5 Year Corporate Bond ETF made up 0.02% of EverSource Wealth Advisors's portfolio in Q1 2026, its #558 holding.
  • EverSource Wealth Advisors first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q2 2022 and has held it in 4 quarters since.
  • 125 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.