HIC
SCHJ icon

Hartline Investment Corp’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Hartline Investment Corp’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 		$15.8M Buy
640,325
+63,035
+11% +$1.57M 1.74% 15
2025
Q4 		$14.4M Buy
577,290
+558,665
+3,000% +$13.9M 1.55% 18
2025
Q3 		$465K Buy
+18,625
New +$462K 0.05% 93

Other funds holding SCHJ

HIC
Hamrick Investment Counsel Seattle, Washington $180M AUM
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

Hartline Investment Corp's SCHJ Position: Q1 2026 in Review

Hartline Investment Corp increased its Schwab 1-5 Year Corporate Bond ETF (SCHJ) stake by 11% in Q1 2026, buying an estimated $1.57M and bringing the position to 640,325 shares worth $15.8M. The position accounts for 1.74% of the portfolio, ranked #15.

Hartline Investment Corp first reported a position in SCHJ in Q3 2025 and has held it in 3 quarters since. 125 funds tracked by Wall St. Rank hold SCHJ as of Q1 2026.

  • Hartline Investment Corp held 640,325 shares of Schwab 1-5 Year Corporate Bond ETF worth $15.8M as of Q1 2026.
  • Hartline Investment Corp bought 63,035 Schwab 1-5 Year Corporate Bond ETF shares in Q1 2026, an estimated $1.57M.
  • Schwab 1-5 Year Corporate Bond ETF made up 1.74% of Hartline Investment Corp's portfolio in Q1 2026, its #15 holding.
  • Hartline Investment Corp first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 125 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q1 2026.

Based on Hartline Investment Corp's 13F filing for Q1 2026, filed 29 Apr 2026.