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

Kovack 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 		$218K Hold
8,882
– – 0.01% 967
2026
Q1 		$219K Buy
+8,882
New +$221K 0.01% 888

Other funds holding SCHJ

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HIC
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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

Kovack Advisors's SCHJ Position: Q2 2026 in Review

Kovack Advisors held its Schwab 1-5 Year Corporate Bond ETF (SCHJ) position steady in Q2 2026 at 8,882 shares worth $218K. The position accounts for 0.01% of the portfolio, ranked #967.

Kovack Advisors first reported a position in SCHJ in Q1 2026 and has held it in 2 quarters since. The position peaked at $219K in Q1 2026. 153 funds tracked by Wall St. Rank hold SCHJ as of Q2 2026.

  • Kovack Advisors held 8,882 shares of Schwab 1-5 Year Corporate Bond ETF worth $218K as of Q2 2026.
  • Kovack Advisors left its Schwab 1-5 Year Corporate Bond ETF share count unchanged in Q2 2026.
  • Schwab 1-5 Year Corporate Bond ETF made up 0.01% of Kovack Advisors's portfolio in Q2 2026, its #967 holding.
  • Kovack Advisors first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Kovack Advisors's Schwab 1-5 Year Corporate Bond ETF position peaked at $219K in Q1 2026.
  • 153 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.