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Farther Finance Advisors’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Farther Finance 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 		$783K Sell
31,769
-2,408
-7% -$59.4K 0.01% 1247
2026
Q1 		$842K Buy
34,177
+9,791
+40% +$244K 0.01% 1084
2025
Q4 		$607K Sell
24,386
-492
-2% -$12.3K 0.01% 1181
2025
Q3 		$621K Sell
24,878
-4,595
-16% -$114K 0.01% 962
2025
Q2 		$731K Buy
29,473
+12,176
+70% +$299K 0.01% 730
2025
Q1 		$425K Buy
17,297
+629
+4% +$15.4K 0.01% 851
2024
Q4 		$406K Buy
16,668
+3,562
+27% +$87.3K 0.01% 672
2024
Q3 		$325K Buy
13,106
+2,994
+30% +$73.4K 0.01% 791
2024
Q2 		$243K Sell
10,112
-912
-8% -$21.9K 0.01% 758
2024
Q1 		$265K Sell
11,024
-14,396
-57% -$347K 0.02% 592
2023
Q4 		$615K Buy
25,420
+25,346
+34,251% +$600K 0.04% 314
2023
Q3 		$1.74K Sell
74
-336
-82% -$7.92K ﹤0.01% 1909
2023
Q2 		$9.69K Hold
410
– – ﹤0.01% 1208
2023
Q1 		$9.75K Hold
410
– – ﹤0.01% 1123
2022
Q4 		$9.61K Buy
+410
New +$9.55K ﹤0.01% 956

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

Farther Finance Advisors's SCHJ Position: Q2 2026 in Review

Farther Finance Advisors reduced its Schwab 1-5 Year Corporate Bond ETF (SCHJ) stake by 7% in Q2 2026, selling an estimated $59.4K and leaving 31,769 shares worth $783K. The position accounts for 0.01% of the portfolio, ranked #1247.

Farther Finance Advisors first reported a position in SCHJ in Q4 2022 and has held it in 15 quarters since. The position peaked at $842K in Q1 2026. 153 funds tracked by Wall St. Rank hold SCHJ as of Q2 2026.

  • Farther Finance Advisors held 31,769 shares of Schwab 1-5 Year Corporate Bond ETF worth $783K as of Q2 2026.
  • Farther Finance Advisors sold 2,408 Schwab 1-5 Year Corporate Bond ETF shares in Q2 2026, an estimated $59.4K.
  • Schwab 1-5 Year Corporate Bond ETF made up 0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1247 holding.
  • Farther Finance Advisors first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Farther Finance Advisors's Schwab 1-5 Year Corporate Bond ETF position peaked at $842K in Q1 2026.
  • 153 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.