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

Level Financial 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
2025
Q4 		– Sell
-17,685
Closed -$441K – 96
2025
Q3 		$441K Sell
17,685
-2,216
-11% -$55K 0.12% 71
2025
Q2 		$494K Hold
19,901
– – 0.15% 62
2025
Q1 		$490K Buy
+19,901
New +$487K 0.17% 59

Other funds holding SCHJ

HIC
Hamrick Investment Counsel Seattle, Washington $180M AUM
HIC
Hartline Investment Corp Winnetka, Illinois $909M AUM 45.7% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $936M AUM 12.9% 1-Year Est. Return
WWWM
White Wing Wealth Management The Wodlands, Texas $192M AUM 23.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SW
SlateStone Wealth Jupiter, Florida $1.21B AUM 21.86% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $301M AUM 15.49% 1-Year Est. Return
MWM
Meridian Wealth Management Lexington, Kentucky $2.85B AUM 31.23% 1-Year Est. Return

Level Financial Advisors's SCHJ Position: Q4 2025 in Review

Level Financial Advisors sold out of Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q4 2025, closing a stake of 17,685 shares — an estimated $441K sold.

Level Financial Advisors first reported a position in SCHJ in Q1 2025 and held it in 3 quarters. The position peaked at $494K in Q2 2025. 127 funds tracked by Wall St. Rank hold SCHJ as of Q4 2025.

  • Level Financial Advisors reported no remaining Schwab 1-5 Year Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Level Financial Advisors sold 17,685 Schwab 1-5 Year Corporate Bond ETF shares in Q4 2025, an estimated $441K.
  • Level Financial Advisors first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q1 2025 and held it in 3 quarters.
  • Level Financial Advisors's Schwab 1-5 Year Corporate Bond ETF position peaked at $494K in Q2 2025.
  • 127 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q4 2025.

Based on Level Financial Advisors's 13F filing for Q4 2025, filed 26 Jan 2026.