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Kingsview Wealth Management’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Kingsview Wealth Management’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
2025
Q3 		– Sell
-19,682
Closed -$488K – 1283
2025
Q2 		$488K Buy
19,682
+1,954
+11% +$48K 0.01% 777
2025
Q1 		$437K Buy
17,728
+1,860
+12% +$45.6K 0.01% 772
2024
Q4 		$387K Sell
15,868
-400
-2% -$9.8K 0.01% 816
2024
Q3 		$404K Sell
16,268
-3,568
-18% -$87.5K 0.01% 782
2024
Q2 		$479K Sell
19,836
-2,418
-11% -$58.1K 0.01% 695
2024
Q1 		$538K Sell
22,254
-352
-2% -$8.49K 0.01% 648
2023
Q4 		$547K Sell
22,606
-1,152
-5% -$27.3K 0.02% 613
2023
Q3 		$558K Sell
23,758
-1,914
-7% -$45.1K 0.02% 591
2023
Q2 		$607K Sell
25,672
-13,008
-34% -$309K 0.02% 546
2023
Q1 		$920K Sell
38,680
-7,176
-16% -$170K 0.04% 430
2022
Q4 		$1.08M Sell
45,856
-4,066
-8% -$94.8K 0.05% 331
2022
Q3 		$1.16M Buy
49,922
+42
+0.1% +$997 0.05% 302
2022
Q2 		$1.18M Buy
49,880
+714
+1% +$17.1K 0.06% 323
2022
Q1 		$1.19M Buy
49,166
+216
+0.4% +$5.34K 0.05% 340
2021
Q4 		$1.24M Buy
48,950
+15,206
+45% +$385K 0.05% 332
2021
Q3 		$861K Buy
33,744
+3,422
+11% +$87.6K 0.04% 410
2021
Q2 		$775K Buy
30,322
+4,360
+17% +$112K 0.04% 437
2021
Q1 		$661K Buy
25,962
+1,332
+5% +$34.1K 0.04% 451
2020
Q4 		$633K Buy
24,630
+5,590
+29% +$144K 0.05% 391
2020
Q3 		$490K Buy
19,040
+3,064
+19% +$78.9K 0.04% 366
2020
Q2 		$411K Buy
15,976
+126
+0.8% +$3.18K 0.04% 373
2020
Q1 		$389K Buy
+15,850
New +$394K 0.05% 303

Other funds holding SCHJ

CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return
MWM
Meridian Wealth Management Lexington, Kentucky $2.85B AUM 31.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WWWM
White Wing Wealth Management The Wodlands, Texas $192M AUM 23.21% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
SW
SlateStone Wealth Jupiter, Florida $1.31B AUM 26.51% 1-Year Est. Return

Kingsview Wealth Management's SCHJ Position: Q3 2025 in Review

Kingsview Wealth Management sold out of Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q3 2025, closing a stake of 19,682 shares — an estimated $488K sold.

Kingsview Wealth Management first reported a position in SCHJ in Q1 2020 and held it in 22 quarters. The position peaked at $1.24M in Q4 2021. 113 funds tracked by Wall St. Rank hold SCHJ as of Q3 2025.

  • Kingsview Wealth Management reported no remaining Schwab 1-5 Year Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Kingsview Wealth Management sold 19,682 Schwab 1-5 Year Corporate Bond ETF shares in Q3 2025, an estimated $488K.
  • Kingsview Wealth Management first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q1 2020 and held it in 22 quarters.
  • Kingsview Wealth Management's Schwab 1-5 Year Corporate Bond ETF position peaked at $1.24M in Q4 2021.
  • 113 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q3 2025.

Based on Kingsview Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.