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Heritage Financial Services’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Heritage Financial Services’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
2025
Q3 		– Sell
-8,290
Closed -$206K – 139
2025
Q2 		$206K Hold
8,290
– – 0.02% 117
2025
Q1 		$204K Hold
8,290
– – 0.02% 115
2024
Q4 		$202K Buy
+8,290
New +$203K 0.03% 115

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SF
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SW
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Heritage Financial Services's SCHJ Position: Q3 2025 in Review

Heritage Financial Services sold out of Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q3 2025, closing a stake of 8,290 shares — an estimated $206K sold.

Heritage Financial Services first reported a position in SCHJ in Q4 2024 and held it in 3 quarters. The position peaked at $206K in Q2 2025. 113 funds tracked by Wall St. Rank hold SCHJ as of Q3 2025.

  • Heritage Financial Services reported no remaining Schwab 1-5 Year Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Heritage Financial Services sold 8,290 Schwab 1-5 Year Corporate Bond ETF shares in Q3 2025, an estimated $206K.
  • Heritage Financial Services first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q4 2024 and held it in 3 quarters.
  • Heritage Financial Services's Schwab 1-5 Year Corporate Bond ETF position peaked at $206K in Q2 2025.
  • 113 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q3 2025.

Based on Heritage Financial Services's 13F filing for Q3 2025, filed 30 Oct 2025.