HIC
SCHJ icon

Hamrick Investment Counsel’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Hamrick Investment Counsel’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
Q1 		$18.4M Buy
742,523
+76,476
+11% +$1.9M 10.17% 1
2025
Q4 		$16.6M Buy
+666,047
New +$16.6M 12.33% 1

Other funds holding SCHJ

HIC
Hartline Investment Corp Winnetka, Illinois $909M AUM 45.7% 1-Year Est. Return
WWWM
White Wing Wealth Management The Wodlands, Texas $192M AUM 23.21% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SWA
Sightline Wealth Advisors Groton, Connecticut $273M AUM 18.08% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $374M AUM 21.53% 1-Year Est. Return
SW
SlateStone Wealth Jupiter, Florida $1.31B AUM 26.51% 1-Year Est. Return
MWM
Meridian Wealth Management Lexington, Kentucky $2.85B AUM 31.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Hamrick Investment Counsel's SCHJ Position: Q1 2026 in Review

Hamrick Investment Counsel increased its Schwab 1-5 Year Corporate Bond ETF (SCHJ) stake by 11% in Q1 2026, buying an estimated $1.9M and bringing the position to 742,523 shares worth $18.4M. The position accounts for 10.17% of the portfolio, ranked #1.

Hamrick Investment Counsel first reported a position in SCHJ in Q4 2025 and has held it in 2 quarters since. 125 funds tracked by Wall St. Rank hold SCHJ as of Q1 2026.

  • Hamrick Investment Counsel held 742,523 shares of Schwab 1-5 Year Corporate Bond ETF worth $18.4M as of Q1 2026.
  • Hamrick Investment Counsel bought 76,476 Schwab 1-5 Year Corporate Bond ETF shares in Q1 2026, an estimated $1.9M.
  • Schwab 1-5 Year Corporate Bond ETF made up 10.17% of Hamrick Investment Counsel's portfolio in Q1 2026, its #1 holding.
  • Hamrick Investment Counsel first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 125 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q1 2026.

Based on Hamrick Investment Counsel's 13F filing for Q1 2026, filed 11 May 2026.