Larson Financial Group
SCHJ icon

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
Q3 		– Sell
-1,622
Closed -$40K – 4000
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

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Larson Financial Group's SCHJ Position: Q3 2026 in Review

Larson Financial Group sold out of Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q3 2026, closing a stake of 1,622 shares — an estimated $40K sold.

Larson Financial Group first reported a position in SCHJ in Q2 2025 and held it in 2 quarters. The position peaked at $40K in Q2 2026. 77 funds tracked by Wall St. Rank hold SCHJ as of Q3 2026.

  • Larson Financial Group reported no remaining Schwab 1-5 Year Corporate Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Larson Financial Group sold 1,622 Schwab 1-5 Year Corporate Bond ETF shares in Q3 2026, an estimated $40K.
  • Larson Financial Group first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q2 2025 and held it in 2 quarters.
  • Larson Financial Group's Schwab 1-5 Year Corporate Bond ETF position peaked at $40K in Q2 2026.
  • 77 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.