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Gilpin Wealth Management’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Gilpin Wealth Management’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 		$1.04M Buy
43,250
+1,325
+3% +$32.4K 0.7% 40
2026
Q2 		$1.03M Buy
41,925
+14,725
+54% +$363K 0.71% 43
2026
Q1 		$673K Buy
27,200
+2,325
+9% +$57.8K 0.53% 56
2025
Q4 		$619K Buy
+24,875
New +$620K 0.49% 60

Other funds holding SCHJ

CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
YAIA
Yanni & Associates Investment Advisors Wexford, Pennsylvania $109M AUM 13.78% 1-Year Est. Return
MWM
MFG Wealth Management Indianapolis, Indiana $138M AUM 31.54% 1-Year Est. Return
EL
Essex LLC Deer Park, Illinois $660M AUM 26.07% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Gilpin Wealth Management's SCHJ Position: Q3 2026 in Review

Gilpin Wealth Management increased its Schwab 1-5 Year Corporate Bond ETF (SCHJ) stake by 3.2% in Q3 2026, buying an estimated $32.4K and bringing the position to 43,250 shares worth $1.04M. The position accounts for 0.7% of the portfolio, ranked #40.

Gilpin Wealth Management first reported a position in SCHJ in Q4 2025 and has held it in 4 quarters since. 20 funds tracked by Wall St. Rank hold SCHJ as of Q3 2026.

  • Gilpin Wealth Management held 43,250 shares of Schwab 1-5 Year Corporate Bond ETF worth $1.04M as of Q3 2026.
  • Gilpin Wealth Management bought 1,325 Schwab 1-5 Year Corporate Bond ETF shares in Q3 2026, an estimated $32.4K.
  • Schwab 1-5 Year Corporate Bond ETF made up 0.7% of Gilpin Wealth Management's portfolio in Q3 2026, its #40 holding.
  • Gilpin Wealth Management first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • 20 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.