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Fortis Group Advisors’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Fortis Group 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 		$485K Sell
19,650
-1,330
-6% -$32.8K 0.08% 188
2026
Q1 		$519K Hold
20,980
– – 0.09% 182
2025
Q4 		$524K Buy
+20,980
New +$523K 0.09% 202

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

Fortis Group Advisors's SCHJ Position: Q2 2026 in Review

Fortis Group Advisors reduced its Schwab 1-5 Year Corporate Bond ETF (SCHJ) stake by 6.3% in Q2 2026, selling an estimated $32.8K and leaving 19,650 shares worth $485K. The position accounts for 0.08% of the portfolio, ranked #188.

Fortis Group Advisors first reported a position in SCHJ in Q4 2025 and has held it in 3 quarters since. The position peaked at $524K in Q4 2025. 153 funds tracked by Wall St. Rank hold SCHJ as of Q2 2026.

  • Fortis Group Advisors held 19,650 shares of Schwab 1-5 Year Corporate Bond ETF worth $485K as of Q2 2026.
  • Fortis Group Advisors sold 1,330 Schwab 1-5 Year Corporate Bond ETF shares in Q2 2026, an estimated $32.8K.
  • Schwab 1-5 Year Corporate Bond ETF made up 0.08% of Fortis Group Advisors's portfolio in Q2 2026, its #188 holding.
  • Fortis Group Advisors first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Fortis Group Advisors's Schwab 1-5 Year Corporate Bond ETF position peaked at $524K in Q4 2025.
  • 153 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q2 2026.

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