JFG
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JDM Financial Group’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

JDM Financial Group’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 		– Sell
-4,012
Closed -$99.2K – 336
2026
Q1 		$99.2K Buy
+4,012
New +$99.8K 0.04% 78

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HIC
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AC
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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

JDM Financial Group's SCHJ Position: Q2 2026 in Review

JDM Financial Group sold out of Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q2 2026, closing a stake of 4,012 shares — an estimated $99.2K sold.

JDM Financial Group first reported a position in SCHJ in Q1 2026 and held it in 1 quarter. The position peaked at $99.2K in Q1 2026. 153 funds tracked by Wall St. Rank hold SCHJ as of Q2 2026.

  • JDM Financial Group reported no remaining Schwab 1-5 Year Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • JDM Financial Group sold 4,012 Schwab 1-5 Year Corporate Bond ETF shares in Q2 2026, an estimated $99.2K.
  • JDM Financial Group first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q1 2026 and held it in 1 quarter.
  • JDM Financial Group's Schwab 1-5 Year Corporate Bond ETF position peaked at $99.2K in Q1 2026.
  • 153 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q2 2026.

Based on JDM Financial Group's 13F filing for Q2 2026, filed 18 Aug 2026.