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

Maridea 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
Q1 		– Sell
-8,368
Closed -$208K – 501
2025
Q4 		$208K Sell
8,368
-67
-0.8% -$1.67K 0.03% 387
2025
Q3 		$211K Sell
8,435
-70
-0.8% -$1.74K 0.03% 398
2025
Q2 		$211K Sell
8,505
-1,977
-19% -$48.6K 0.05% 258
2025
Q1 		$258K Buy
+10,482
New +$257K 0.08% 189

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Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
MWM
Meridian Wealth Management Lexington, Kentucky $3.25B AUM 41% 1-Year Est. Return

Maridea Wealth Management's SCHJ Position: Q1 2026 in Review

Maridea Wealth Management sold out of Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q1 2026, closing a stake of 8,368 shares — an estimated $208K sold.

Maridea Wealth Management first reported a position in SCHJ in Q1 2025 and held it in 4 quarters. The position peaked at $258K in Q1 2025. 126 funds tracked by Wall St. Rank hold SCHJ as of Q1 2026.

  • Maridea Wealth Management reported no remaining Schwab 1-5 Year Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Maridea Wealth Management sold 8,368 Schwab 1-5 Year Corporate Bond ETF shares in Q1 2026, an estimated $208K.
  • Maridea Wealth Management first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q1 2025 and held it in 4 quarters.
  • Maridea Wealth Management's Schwab 1-5 Year Corporate Bond ETF position peaked at $258K in Q1 2025.
  • 126 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q1 2026.

Based on Maridea Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.