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

LifeSteps Financial’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	$4.93K	Buy	+200	New	+$4.93K	﹤0.01%	538
2024 Q2	–	Sell	-200	Closed	-$4.83K	–	342
2024 Q1	$4.83K	Buy	+200	New	+$4.83K	﹤0.01%	343
2022 Q4	–	Sell	-18,714	Closed	-$433K	–	80
2022 Q3	$433K	Sell	18,714 -1,090	-6%	-$25.9K	0.49%	42
2022 Q2	$470K	Sell	19,804 -1,694	-8%	-$40.5K	0.49%	40
2022 Q1	$522K	Buy	+21,498	New	+$532K	0.39%	44

Other funds holding SCHJ

WWWM

White Wing Wealth Management The Wodlands, Texas $192M AUM 23.21% 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

WCFP

White & Co Financial Planning Sunnyside, Washington $161M AUM 18.51% 1-Year Est. Return

MWM

MFG Wealth Management Indianapolis, Indiana $140M AUM 44.72% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $537M AUM 18.21% 1-Year Est. Return

FFG

First Financial Group Raleigh, North Carolina $138M AUM 15.95% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

LAIC

Lederer & Associates Investment Counsel Long Beach, California $152M AUM 19.48% 1-Year Est. Return

LifeSteps Financial's SCHJ Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q2 2026: 200 shares worth $4.93K. The stake represents ﹤0.01% of the portfolio and ranks #538 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in SCHJ as recently as Q1 2024.

LifeSteps Financial first reported a position in SCHJ in Q1 2022 and has held it in 5 quarters since. The position peaked at $522K in Q1 2022. 24 funds tracked by Wall St. Rank hold SCHJ as of Q2 2026.

LifeSteps Financial held 200 shares of Schwab 1-5 Year Corporate Bond ETF worth $4.93K as of Q2 2026.
Schwab 1-5 Year Corporate Bond ETF was a new LifeSteps Financial position in Q2 2026.
Schwab 1-5 Year Corporate Bond ETF made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #538 holding.
LifeSteps Financial first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q1 2022 and has held it in 5 quarters since.
LifeSteps Financial's Schwab 1-5 Year Corporate Bond ETF position peaked at $522K in Q1 2022.
24 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.