HR
SCHJ icon

Howe & Rusling’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Howe & Rusling’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 		$66.4K Hold
2,686
– – ﹤0.01% 349
2025
Q4 		$66.9K Buy
+2,686
New +$66.9K ﹤0.01% 353
2025
Q3 		– Sell
-1,684
Closed -$41.8K – 487
2025
Q2 		$41.8K Hold
1,684
– – ﹤0.01% 356
2025
Q1 		$41.5K Buy
+1,684
New +$41.2K ﹤0.01% 329

Other funds holding SCHJ

HIC
Hamrick Investment Counsel Seattle, Washington $180M AUM
HIC
Hartline Investment Corp Winnetka, Illinois $1.15B AUM 65.07% 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 $424B AUM 22.96% 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 $3.25B AUM 41% 1-Year Est. Return

Howe & Rusling's SCHJ Position: Q1 2026 in Review

Howe & Rusling held its Schwab 1-5 Year Corporate Bond ETF (SCHJ) position steady in Q1 2026 at 2,686 shares worth $66.4K. The position accounts for ﹤0.01% of the portfolio, ranked #349.

Howe & Rusling first reported a position in SCHJ in Q1 2025 and has held it in 4 quarters since. The position peaked at $66.9K in Q4 2025. 125 funds tracked by Wall St. Rank hold SCHJ as of Q1 2026.

  • Howe & Rusling held 2,686 shares of Schwab 1-5 Year Corporate Bond ETF worth $66.4K as of Q1 2026.
  • Howe & Rusling left its Schwab 1-5 Year Corporate Bond ETF share count unchanged in Q1 2026.
  • Schwab 1-5 Year Corporate Bond ETF made up ﹤0.01% of Howe & Rusling's portfolio in Q1 2026, its #349 holding.
  • Howe & Rusling first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q1 2025 and has held it in 4 quarters since.
  • Howe & Rusling's Schwab 1-5 Year Corporate Bond ETF position peaked at $66.9K in Q4 2025.
  • 125 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q1 2026.

Based on Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.