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MAI Capital Management’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

MAI Capital 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 		– Sell
-1,338
Closed -$33.1K – 4234
2026
Q1 		$33.1K Hold
1,338
– – ﹤0.01% 2503
2025
Q4 		$33.3K Sell
1,338
-11
-0.8% -$274 ﹤0.01% 2241
2025
Q3 		$33.7K Hold
1,349
– – ﹤0.01% 2146
2025
Q2 		$33.5K Hold
1,349
– – ﹤0.01% 2086
2025
Q1 		$33.2K Hold
1,349
– – ﹤0.01% 1949
2024
Q4 		$32.9K Buy
+1,349
New +$33.1K ﹤0.01% 1982

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
LPL Financial
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

MAI Capital Management's SCHJ Position: Q2 2026 in Review

MAI Capital Management sold out of Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q2 2026, closing a stake of 1,338 shares — an estimated $33.1K sold.

MAI Capital Management first reported a position in SCHJ in Q4 2024 and held it in 6 quarters. The position peaked at $33.7K in Q3 2025. 153 funds tracked by Wall St. Rank hold SCHJ as of Q2 2026.

  • MAI Capital Management reported no remaining Schwab 1-5 Year Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 1,338 Schwab 1-5 Year Corporate Bond ETF shares in Q2 2026, an estimated $33.1K.
  • MAI Capital Management first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q4 2024 and held it in 6 quarters.
  • MAI Capital Management's Schwab 1-5 Year Corporate Bond ETF position peaked at $33.7K in Q3 2025.
  • 153 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.