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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
Q3 		$756K Sell
31,386
-383
-1% -$9.36K 0.01% 1310
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

MWM
MFG Wealth Management Indianapolis, Indiana $138M AUM 31.54% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Farther Finance Advisors's SCHJ Position: Q3 2026 in Review

Farther Finance Advisors reduced its Schwab 1-5 Year Corporate Bond ETF (SCHJ) stake by 1.2% in Q3 2026, selling an estimated $9.36K and leaving 31,386 shares worth $756K. The position accounts for 0.01% of the portfolio, ranked #1310.

Farther Finance Advisors first reported a position in SCHJ in Q4 2022 and has held it in 16 quarters since. The position peaked at $842K in Q1 2026. 7 funds tracked by Wall St. Rank hold SCHJ as of Q3 2026.

  • Farther Finance Advisors held 31,386 shares of Schwab 1-5 Year Corporate Bond ETF worth $756K as of Q3 2026.
  • Farther Finance Advisors sold 383 Schwab 1-5 Year Corporate Bond ETF shares in Q3 2026, an estimated $9.36K.
  • Schwab 1-5 Year Corporate Bond ETF made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1310 holding.
  • Farther Finance Advisors first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's Schwab 1-5 Year Corporate Bond ETF position peaked at $842K in Q1 2026.
  • 7 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.