Lederer & Associates Investment Counsel’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Lederer & Associates Investment Counsel’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	$483K	Sell	19,604 -367	-2%	-$9.05K	0.32%	70
2026 Q1	$494K	Buy	19,971 +150	+0.8%	+$3.73K	0.35%	70
2025 Q4	$494K	Buy	19,821 +171	+0.9%	+$4.26K	0.33%	72
2025 Q3	$490K	Sell	19,650 -4,785	-20%	-$119K	0.32%	73
2025 Q2	$606K	Sell	24,435 -25	-0.1%	-$615	0.4%	71
2025 Q1	$603K	Buy	24,460 +57	+0.2%	+$1.4K	0.44%	68
2024 Q4	$595K	Sell	24,403 -509	-2%	-$12.5K	0.42%	70
2024 Q3	$618K	Buy	24,912 +480	+2%	+$11.8K	0.43%	68
2024 Q2	$590K	Sell	24,432 -994	-4%	-$23.9K	0.43%	70
2024 Q1	$614K	Buy	25,426 +428	+2%	+$10.3K	0.43%	70
2023 Q4	$605K	Sell	24,998 -3,422	-12%	-$81K	0.45%	70
2023 Q3	$667K	Sell	28,420 -8,762	-24%	-$207K	0.53%	64
2023 Q2	$879K	Sell	37,182 -5,440	-13%	-$129K	0.66%	54
2023 Q1	$1.01M	Sell	42,622 -564	-1%	-$13.3K	0.78%	49
2022 Q4	$1.01M	Sell	43,186 -842	-2%	-$19.6K	0.83%	46
2022 Q3	$1.02M	Sell	44,028 -5,018	-10%	-$119K	0.86%	47
2022 Q2	$1.16M	Sell	49,046 -2,474	-5%	-$59.2K	0.9%	45
2022 Q1	$1.25M	Sell	51,520 -3,374	-6%	-$83.4K	0.77%	50
2021 Q4	$1.39M	Buy	54,894 +5,038	+10%	+$128K	0.8%	46
2021 Q3	$1.27M	Sell	49,856 -220	-0.4%	-$5.63K	0.82%	44
2021 Q2	$1.28M	Buy	50,076 +12,248	+32%	+$313K	0.85%	44
2021 Q1	$964K	Buy	37,828 +10,186	+37%	+$261K	0.68%	53
2020 Q4	$710K	Buy	27,642 +13,484	+95%	+$347K	0.54%	54
2020 Q3	$364K	Buy	+14,158	New	+$365K	0.3%	68

Other funds holding SCHJ

HIC

Hartline Investment Corp Winnetka, Illinois $1.15B AUM 65.07% 1-Year Est. Return

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

CIA

Cape Investment Advisory Mcdonough, Georgia $374M AUM 21.53% 1-Year Est. Return

SlateStone Wealth Jupiter, Florida $1.31B AUM 26.51% 1-Year Est. Return

FF Advisors Manhattan Beach, California $267M AUM 22.35% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

YAIA

Yanni & Associates Investment Advisors Wexford, Pennsylvania $108M AUM

Lederer & Associates Investment Counsel's SCHJ Position: Q2 2026 in Review

Lederer & Associates Investment Counsel reduced its Schwab 1-5 Year Corporate Bond ETF (SCHJ) stake by 1.8% in Q2 2026, selling an estimated $9.05K and leaving 19,604 shares worth $483K. The position accounts for 0.32% of the portfolio, ranked #70.

Lederer & Associates Investment Counsel first reported a position in SCHJ in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.39M in Q4 2021. 59 funds tracked by Wall St. Rank hold SCHJ as of Q2 2026.

Lederer & Associates Investment Counsel held 19,604 shares of Schwab 1-5 Year Corporate Bond ETF worth $483K as of Q2 2026.
Lederer & Associates Investment Counsel sold 367 Schwab 1-5 Year Corporate Bond ETF shares in Q2 2026, an estimated $9.05K.
Schwab 1-5 Year Corporate Bond ETF made up 0.32% of Lederer & Associates Investment Counsel's portfolio in Q2 2026, its #70 holding.
Lederer & Associates Investment Counsel first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q3 2020 and has held it in 24 quarters since.
Lederer & Associates Investment Counsel's Schwab 1-5 Year Corporate Bond ETF position peaked at $1.39M in Q4 2021.
59 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q2 2026.

Based on Lederer & Associates Investment Counsel's 13F filing for Q2 2026, filed 10 Jul 2026.