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Integrated Wealth Concepts’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Integrated Wealth Concepts’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 		$536K Buy
21,749
+10,774
+98% +$266K ﹤0.01% 1734
2026
Q1 		$271K Buy
10,975
+1,904
+21% +$47.4K ﹤0.01% 1920
2025
Q4 		$226K Sell
9,071
-163,470
-95% -$4.07M ﹤0.01% 1456
2025
Q3 		$4.3M Buy
172,541
+14,365
+9% +$357K 0.04% 421
2025
Q2 		$3.92M Buy
158,176
+539
+0.3% +$13.3K 0.04% 395
2025
Q1 		$3.88M Sell
157,637
-6,004
-4% -$147K 0.05% 372
2024
Q4 		$3.99M Buy
163,641
+28,775
+21% +$705K 0.05% 341
2024
Q3 		$3.35M Buy
134,866
+13,798
+11% +$338K 0.04% 385
2024
Q2 		$2.92M Buy
121,068
+44,410
+58% +$1.07M 0.04% 394
2024
Q1 		$1.85M Buy
76,658
+10,780
+16% +$260K 0.03% 546
2023
Q4 		$1.59M Sell
65,878
-23,414
-26% -$554K 0.03% 564
2023
Q3 		$2.1M Sell
89,292
-34,876
-28% -$822K 0.04% 439
2023
Q2 		$2.93M Sell
124,168
-133,998
-52% -$3.18M 0.05% 336
2023
Q1 		$6.14M Buy
258,166
+4,368
+2% +$103K 0.13% 171
2022
Q4 		$5.95M Buy
253,798
+69,434
+38% +$1.62M 0.16% 134
2022
Q3 		$4.27M Sell
184,364
-7,572
-4% -$180K 0.14% 159
2022
Q2 		$4.56M Buy
+191,936
New +$4.59M 0.14% 147
2022
Q1 		– Sell
-13,656
Closed -$345K – 1036
2021
Q4 		$345K Sell
13,656
-1,830
-12% -$46.4K 0.01% 717
2021
Q3 		$395K Sell
15,486
-10,278
-40% -$263K 0.01% 637
2021
Q2 		$659K Buy
25,764
+7,282
+39% +$186K 0.02% 463
2021
Q1 		$471K Buy
+18,482
New +$473K 0.02% 485

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

Integrated Wealth Concepts's SCHJ Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Schwab 1-5 Year Corporate Bond ETF (SCHJ) stake by 98% in Q2 2026, buying an estimated $266K and bringing the position to 21,749 shares worth $536K. The position accounts for ﹤0.01% of the portfolio, ranked #1734.

Integrated Wealth Concepts first reported a position in SCHJ in Q1 2021 and has held it in 21 quarters since. The position peaked at $6.14M in Q1 2023. 153 funds tracked by Wall St. Rank hold SCHJ as of Q2 2026.

  • Integrated Wealth Concepts held 21,749 shares of Schwab 1-5 Year Corporate Bond ETF worth $536K as of Q2 2026.
  • Integrated Wealth Concepts bought 10,774 Schwab 1-5 Year Corporate Bond ETF shares in Q2 2026, an estimated $266K.
  • Schwab 1-5 Year Corporate Bond ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1734 holding.
  • Integrated Wealth Concepts first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q1 2021 and has held it in 21 quarters since.
  • Integrated Wealth Concepts's Schwab 1-5 Year Corporate Bond ETF position peaked at $6.14M in Q1 2023.
  • 153 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.