LPL Financial
SCHJ icon

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

LPL 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 		$10.2M Buy
412,877
+356,706
+635% +$8.8M ﹤0.01% 2134
2026
Q1 		$1.39M Buy
56,171
+6,831
+14% +$170K ﹤0.01% 3850
2025
Q4 		$1.23M Buy
49,340
+3,672
+8% +$91.5K ﹤0.01% 3859
2025
Q3 		$1.14M Sell
45,668
-10,558
-19% -$262K ﹤0.01% 3875
2025
Q2 		$1.39M Sell
56,226
-101,031
-64% -$2.48M ﹤0.01% 3452
2025
Q1 		$3.87M Sell
157,257
-8,965
-5% -$220K ﹤0.01% 2374
2024
Q4 		$4.05M Buy
166,222
+7,980
+5% +$196K ﹤0.01% 2242
2024
Q3 		$3.93M Buy
158,242
+15,628
+11% +$383K ﹤0.01% 2180
2024
Q2 		$3.44M Buy
142,614
+3,992
+3% +$96K ﹤0.01% 2149
2024
Q1 		$3.35M Buy
138,622
+24,742
+22% +$597K ﹤0.01% 2095
2023
Q4 		$2.75M Buy
113,880
+100,360
+742% +$2.38M ﹤0.01% 2134
2023
Q3 		$317K Buy
13,520
+1,312
+11% +$30.9K ﹤0.01% 3869
2023
Q2 		$289K Buy
+12,208
New +$290K ﹤0.01% 3881

Other funds holding SCHJ

Envestnet Asset Management
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
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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
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
SW
SlateStone Wealth Jupiter, Florida $1.31B AUM 26.51% 1-Year Est. Return

LPL Financial's SCHJ Position: Q2 2026 in Review

LPL Financial increased its Schwab 1-5 Year Corporate Bond ETF (SCHJ) stake by 635% in Q2 2026, buying an estimated $8.8M and bringing the position to 412,877 shares worth $10.2M. The position accounts for ﹤0.01% of the portfolio, ranked #2134.

LPL Financial first reported a position in SCHJ in Q2 2023 and has held it in 13 quarters since. 153 funds tracked by Wall St. Rank hold SCHJ as of Q2 2026.

  • LPL Financial held 412,877 shares of Schwab 1-5 Year Corporate Bond ETF worth $10.2M as of Q2 2026.
  • LPL Financial bought 356,706 Schwab 1-5 Year Corporate Bond ETF shares in Q2 2026, an estimated $8.8M.
  • Schwab 1-5 Year Corporate Bond ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2134 holding.
  • LPL Financial first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q2 2023 and has held it in 13 quarters since.
  • 153 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.