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Foundations Investment Advisors’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Foundations Investment 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 		$2.06M Buy
83,507
+5,961
+8% +$147K 0.02% 396
2026
Q1 		$1.92M Sell
77,546
-40,501
-34% -$1.01M 0.02% 386
2025
Q4 		$2.94M Buy
118,047
+12,883
+12% +$321K 0.04% 288
2025
Q3 		$2.62M Buy
105,164
+5,815
+6% +$144K 0.04% 289
2025
Q2 		$2.46M Buy
99,349
+10,486
+12% +$258K 0.04% 282
2025
Q1 		$2.19M Buy
88,863
+5,473
+7% +$134K 0.04% 283
2024
Q4 		$2.03M Buy
83,390
+9,722
+13% +$238K 0.04% 288
2024
Q3 		$1.83M Buy
73,668
+30,914
+72% +$758K 0.04% 286
2024
Q2 		$1.03M Buy
42,754
+15,538
+57% +$374K 0.03% 332
2024
Q1 		$658K Buy
+27,216
New +$657K 0.02% 405

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

Foundations Investment Advisors's SCHJ Position: Q2 2026 in Review

Foundations Investment Advisors increased its Schwab 1-5 Year Corporate Bond ETF (SCHJ) stake by 7.7% in Q2 2026, buying an estimated $147K and bringing the position to 83,507 shares worth $2.06M. The position accounts for 0.02% of the portfolio, ranked #396.

Foundations Investment Advisors first reported a position in SCHJ in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.94M in Q4 2025. 153 funds tracked by Wall St. Rank hold SCHJ as of Q2 2026.

  • Foundations Investment Advisors held 83,507 shares of Schwab 1-5 Year Corporate Bond ETF worth $2.06M as of Q2 2026.
  • Foundations Investment Advisors bought 5,961 Schwab 1-5 Year Corporate Bond ETF shares in Q2 2026, an estimated $147K.
  • Schwab 1-5 Year Corporate Bond ETF made up 0.02% of Foundations Investment Advisors's portfolio in Q2 2026, its #396 holding.
  • Foundations Investment Advisors first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • Foundations Investment Advisors's Schwab 1-5 Year Corporate Bond ETF position peaked at $2.94M in Q4 2025.
  • 153 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.