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

Hamilton Point 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 		$34K Buy
+1,380
New +$34K ﹤0.01% 177

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LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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Cape Investment Advisory Mcdonough, Georgia $374M AUM 21.53% 1-Year Est. Return

Hamilton Point Investment Advisors's SCHJ Position: Q2 2026 in Review

Hamilton Point Investment Advisors opened a new position in Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q2 2026: 1,380 shares worth $34K. The stake represents ﹤0.01% of the portfolio and ranks #177 among its holdings.

153 funds tracked by Wall St. Rank hold SCHJ as of Q2 2026.

  • Hamilton Point Investment Advisors held 1,380 shares of Schwab 1-5 Year Corporate Bond ETF worth $34K as of Q2 2026.
  • Schwab 1-5 Year Corporate Bond ETF was a new Hamilton Point Investment Advisors position in Q2 2026.
  • Schwab 1-5 Year Corporate Bond ETF made up ﹤0.01% of Hamilton Point Investment Advisors's portfolio in Q2 2026, its #177 holding.
  • 153 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q2 2026.

Based on Hamilton Point Investment Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.