LFA
SCHJ icon

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

LGT 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
-1,308
Closed -$32.6K – 350
2025
Q3 		$32.6K Buy
+1,308
New +$32.5K 0.07% 153

Other funds holding SCHJ

HIC
Hamrick Investment Counsel Seattle, Washington $180M AUM
HIC
Hartline Investment Corp Winnetka, Illinois $1.15B AUM 65.07% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $1.31B AUM 26.51% 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 $374M AUM 21.53% 1-Year Est. Return
MWM
Meridian Wealth Management Lexington, Kentucky $3.25B AUM 41% 1-Year Est. Return

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

LGT Financial Advisors sold out of Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q4 2025, closing a stake of 1,308 shares — an estimated $32.6K sold.

LGT Financial Advisors first reported a position in SCHJ in Q3 2025 and held it in 1 quarter. The position peaked at $32.6K in Q3 2025. 127 funds tracked by Wall St. Rank hold SCHJ as of Q4 2025.

  • LGT Financial Advisors reported no remaining Schwab 1-5 Year Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 1,308 Schwab 1-5 Year Corporate Bond ETF shares in Q4 2025, an estimated $32.6K.
  • LGT Financial Advisors first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q3 2025 and held it in 1 quarter.
  • LGT Financial Advisors's Schwab 1-5 Year Corporate Bond ETF position peaked at $32.6K in Q3 2025.
  • 127 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q4 2025.

Based on LGT Financial Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.