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

Larson 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 		$40K Buy
+1,622
New +$40K ﹤0.01% 1622
2025
Q3 		– Sell
-20
Closed -$496 – 3618
2025
Q2 		$496 Buy
+20
New +$492 ﹤0.01% 2861

Other funds holding SCHJ

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HIC
Hamrick Investment Counsel Seattle, Washington $151M AUM
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

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

Larson Financial Group opened a new position in Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q2 2026: 1,622 shares worth $40K. The stake represents ﹤0.01% of the portfolio and ranks #1622 among its holdings. This is a return to the name: Larson Financial Group previously reported a position in SCHJ as recently as Q2 2025.

Larson Financial Group first reported a position in SCHJ in Q2 2025 and has held it in 2 quarters since. 153 funds tracked by Wall St. Rank hold SCHJ as of Q2 2026.

  • Larson Financial Group held 1,622 shares of Schwab 1-5 Year Corporate Bond ETF worth $40K as of Q2 2026.
  • Schwab 1-5 Year Corporate Bond ETF was a new Larson Financial Group position in Q2 2026.
  • Schwab 1-5 Year Corporate Bond ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1622 holding.
  • Larson Financial Group first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q2 2025 and has held it in 2 quarters since.
  • 153 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.