Lodestone Wealth Management’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Lodestone Wealth Management’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	$342K	Hold	13,870	–	–	0.12%	141
2026 Q1	$343K	Hold	13,870	–	–	0.14%	134
2025 Q4	$345K	Hold	13,870	–	–	0.14%	131
2025 Q3	$346K	Hold	13,870	–	–	0.16%	130
2025 Q2	$344K	Hold	13,870	–	–	0.17%	121
2025 Q1	$342K	Hold	13,870	–	–	0.18%	112
2024 Q4	$338K	Hold	13,870	–	–	0.17%	109
2024 Q3	$344K	Hold	13,870	–	–	0.17%	107
2024 Q2	$335K	Hold	13,870	–	–	0.18%	115
2024 Q1	$335K	Hold	13,870	–	–	0.18%	116
2023 Q4	$336K	Sell	13,870 -1,358	-9%	-$32.1K	0.19%	110
2023 Q3	$358K	Hold	15,228	–	–	0.25%	91
2023 Q2	$360K	Hold	15,228	–	–	0.25%	96
2023 Q1	$362K	Hold	15,228	–	–	0.28%	88
2022 Q4	$357K	Buy	+15,228	New	+$355K	0.29%	84

Other funds holding SCHJ

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HIC

Hamrick Investment Counsel Seattle, Washington $151M AUM

HIC

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

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CIA

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

Lodestone Wealth Management's SCHJ Position: Q2 2026 in Review

Lodestone Wealth Management held its Schwab 1-5 Year Corporate Bond ETF (SCHJ) position steady in Q2 2026 at 13,870 shares worth $342K. The position accounts for 0.12% of the portfolio, ranked #141.

Lodestone Wealth Management first reported a position in SCHJ in Q4 2022 and has held it in 15 quarters since. The position peaked at $362K in Q1 2023. 153 funds tracked by Wall St. Rank hold SCHJ as of Q2 2026.

Lodestone Wealth Management held 13,870 shares of Schwab 1-5 Year Corporate Bond ETF worth $342K as of Q2 2026.
Lodestone Wealth Management left its Schwab 1-5 Year Corporate Bond ETF share count unchanged in Q2 2026.
Schwab 1-5 Year Corporate Bond ETF made up 0.12% of Lodestone Wealth Management's portfolio in Q2 2026, its #141 holding.
Lodestone Wealth Management first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q4 2022 and has held it in 15 quarters since.
Lodestone Wealth Management's Schwab 1-5 Year Corporate Bond ETF position peaked at $362K in Q1 2023.
153 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.