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IFP Advisors’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

IFP 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 		$109K Buy
4,436
+3,636
+455% +$89.7K ﹤0.01% 1921
2026
Q1 		$19.8K Buy
+800
New +$19.9K ﹤0.01% 2782
2024
Q3 		– Sell
-2,318
Closed -$56K – 3429
2024
Q2 		$56K Sell
2,318
-56
-2% -$1.35K ﹤0.01% 1627
2024
Q1 		$57.4K Sell
2,374
-2,248
-49% -$54.2K ﹤0.01% 1530
2023
Q4 		$112K Buy
4,622
+312
+7% +$7.38K 0.01% 1196
2023
Q3 		$101K Sell
4,310
-230
-5% -$5.42K ﹤0.01% 1247
2023
Q2 		$107K Buy
4,540
+264
+6% +$6.26K ﹤0.01% 1289
2023
Q1 		$107K Buy
4,276
+18
+0.4% +$426 ﹤0.01% 1227
2022
Q4 		$108K Buy
4,258
+28
+0.7% +$653 ﹤0.01% 1705
2022
Q3 		$107K Buy
4,230
+18
+0.4% +$427 ﹤0.01% 1812
2022
Q2 		$107K Hold
4,212
– – ﹤0.01% 1644
2022
Q1 		$107K Sell
4,212
-3,334
-44% -$82.5K ﹤0.01% 1644
2021
Q4 		$190K Sell
7,546
-1,564
-17% -$39.6K ﹤0.01% 971
2021
Q3 		$237K Sell
9,110
-506
-5% -$12.9K ﹤0.01% 873
2021
Q2 		$251K Buy
9,616
+1,718
+22% +$43.9K 0.01% 796
2021
Q1 		$202K Buy
7,898
+3,880
+97% +$99.3K ﹤0.01% 833
2020
Q4 		$103K Buy
4,018
+16
+0.4% +$412 ﹤0.01% 1125
2020
Q3 		$103K Buy
+4,002
New +$103K 0.01% 978

Other funds holding SCHJ

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HIC
Hamrick Investment Counsel Seattle, Washington $151M AUM
HIC
Hartline Investment Corp Winnetka, Illinois $1.15B AUM 65.07% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return
WWWM
White Wing Wealth Management The Wodlands, Texas $192M AUM 23.21% 1-Year Est. Return
SWA
Sightline Wealth Advisors Groton, Connecticut $273M AUM 18.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $374M AUM 21.53% 1-Year Est. Return

IFP Advisors's SCHJ Position: Q2 2026 in Review

IFP Advisors increased its Schwab 1-5 Year Corporate Bond ETF (SCHJ) stake by 455% in Q2 2026, buying an estimated $89.7K and bringing the position to 4,436 shares worth $109K. The position accounts for ﹤0.01% of the portfolio, ranked #1921.

IFP Advisors first reported a position in SCHJ in Q3 2020 and has held it in 18 quarters since. The position peaked at $251K in Q2 2021. 153 funds tracked by Wall St. Rank hold SCHJ as of Q2 2026.

  • IFP Advisors held 4,436 shares of Schwab 1-5 Year Corporate Bond ETF worth $109K as of Q2 2026.
  • IFP Advisors bought 3,636 Schwab 1-5 Year Corporate Bond ETF shares in Q2 2026, an estimated $89.7K.
  • Schwab 1-5 Year Corporate Bond ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1921 holding.
  • IFP Advisors first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q3 2020 and has held it in 18 quarters since.
  • IFP Advisors's Schwab 1-5 Year Corporate Bond ETF position peaked at $251K in Q2 2021.
  • 153 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.