Kestra Advisory Services’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Kestra Advisory 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
2026 Q3	$3.53M	Sell	146,365 -10,553	-7%	-$258K	0.01%	1089
2026 Q2	$3.87M	Sell	156,918 -20,576	-12%	-$508K	0.01%	985
2026 Q1	$4.39M	Sell	177,494 -16,967	-9%	-$422K	0.02%	870
2025 Q4	$4.84M	Sell	194,461 -8,049	-4%	-$201K	0.02%	756
2025 Q3	$5.05M	Buy	202,510 +36,039	+22%	+$895K	0.02%	675
2025 Q2	$4.13M	Buy	166,471 +33,366	+25%	+$820K	0.02%	733
2025 Q1	$3.28M	Buy	+133,105	New	+$3.26M	0.02%	759
2022 Q4	–	Sell	-8,708	Closed	-$202K	–	2333
2022 Q3	$202K	Sell	8,708 -1,942	-18%	-$46.1K	﹤0.01%	1874
2022 Q2	$253K	Sell	10,650 -4,906	-32%	-$117K	﹤0.01%	1741
2022 Q1	$378K	Sell	15,556 -6,396	-29%	-$158K	﹤0.01%	1455
2021 Q4	$555K	Sell	21,952 -874	-4%	-$22.1K	0.01%	1271
2021 Q3	$583K	Sell	22,826 -2,446	-10%	-$62.6K	0.01%	1304
2021 Q2	$647K	Buy	25,272 +16,530	+189%	+$423K	0.01%	1151
2021 Q1	$223K	Buy	+8,742	New	+$224K	﹤0.01%	1663

Other funds holding SCHJ

Hartline Investment Corp Winnetka, Illinois $969M AUM 53.26% 1-Year Est. Return

BCG

BRIA Capital Group Wesley Chapel, Florida $147M AUM 19.54% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

White Wing Wealth Management The Wodlands, Texas $192M AUM 15.98% 1-Year Est. Return

CIA

Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $7.09B AUM 12.2% 1-Year Est. Return

SlateStone Wealth Jupiter, Florida $1.32B AUM 18.83% 1-Year Est. Return

Meridian Wealth Management Lexington, Kentucky $3.35B AUM 30.28% 1-Year Est. Return

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return

Kestra Advisory Services's SCHJ Position: Q3 2026 in Review

Kestra Advisory Services reduced its Schwab 1-5 Year Corporate Bond ETF (SCHJ) stake by 6.7% in Q3 2026, selling an estimated $258K and leaving 146,365 shares worth $3.53M. The position accounts for 0.01% of the portfolio, ranked #1089.

Kestra Advisory Services first reported a position in SCHJ in Q1 2021 and has held it in 14 quarters since. The position peaked at $5.05M in Q3 2025. 124 funds tracked by Wall St. Rank hold SCHJ as of Q3 2026.

Kestra Advisory Services held 146,365 shares of Schwab 1-5 Year Corporate Bond ETF worth $3.53M as of Q3 2026.
Kestra Advisory Services sold 10,553 Schwab 1-5 Year Corporate Bond ETF shares in Q3 2026, an estimated $258K.
Schwab 1-5 Year Corporate Bond ETF made up 0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #1089 holding.
Kestra Advisory Services first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q1 2021 and has held it in 14 quarters since.
Kestra Advisory Services's Schwab 1-5 Year Corporate Bond ETF position peaked at $5.05M in Q3 2025.
124 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.