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KWMG LLC’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

KWMG LLC’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 		$210K Hold
8,693
– – 0.02% 150
2026
Q2 		$214K Buy
+8,693
New +$214K 0.02% 150

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Yanni & Associates Investment Advisors Wexford, Pennsylvania $109M AUM 13.78% 1-Year Est. Return
MWM
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EL
Essex LLC Deer Park, Illinois $660M AUM 26.07% 1-Year Est. Return
MHR
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Blue Trust Inc
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GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

KWMG LLC's SCHJ Position: Q3 2026 in Review

KWMG LLC held its Schwab 1-5 Year Corporate Bond ETF (SCHJ) position steady in Q3 2026 at 8,693 shares worth $210K. The position accounts for 0.02% of the portfolio, ranked #150.

KWMG LLC first reported a position in SCHJ in Q2 2026 and has held it in 2 quarters since. The position peaked at $214K in Q2 2026. 20 funds tracked by Wall St. Rank hold SCHJ as of Q3 2026.

  • KWMG LLC held 8,693 shares of Schwab 1-5 Year Corporate Bond ETF worth $210K as of Q3 2026.
  • KWMG LLC left its Schwab 1-5 Year Corporate Bond ETF share count unchanged in Q3 2026.
  • Schwab 1-5 Year Corporate Bond ETF made up 0.02% of KWMG LLC's portfolio in Q3 2026, its #150 holding.
  • KWMG LLC first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • KWMG LLC's Schwab 1-5 Year Corporate Bond ETF position peaked at $214K in Q2 2026.
  • 20 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q3 2026.

Based on KWMG LLC's 13F filing for Q3 2026, filed 7 Oct 2026.