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

Mayflower Financial Advisors’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	$295K	Buy	11,981 +18	+0.2%	+$444	0.03%	382
2026 Q1	$296K	Buy	11,963 +1,056	+10%	+$26.3K	0.04%	352
2025 Q4	$272K	Buy	10,907 +633	+6%	+$15.8K	0.03%	352
2025 Q3	$256K	Buy	10,274 +18	+0.2%	+$447	0.03%	363
2025 Q2	$254K	Buy	10,256 +44	+0.4%	+$1.08K	0.04%	346
2025 Q1	$252K	Hold	10,212	–	–	0.04%	336
2024 Q4	$249K	Buy	10,212 +834	+9%	+$20.4K	0.04%	332
2024 Q3	$233K	Buy	+9,378	New	+$230K	0.04%	336
2022 Q4	–	Sell	-9,050	Closed	-$210K	–	360
2022 Q3	$210K	Hold	9,050	–	–	0.03%	299
2022 Q2	$215K	Hold	9,050	–	–	0.03%	297
2022 Q1	$220K	Sell	9,050 -5,284	-37%	-$131K	0.03%	319
2021 Q4	$362K	Buy	14,334 +5,820	+68%	+$147K	0.05%	238
2021 Q3	$216K	Buy	+8,514	New	+$218K	0.03%	309

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

Mayflower Financial Advisors's SCHJ Position: Q2 2026 in Review

Mayflower Financial Advisors increased its Schwab 1-5 Year Corporate Bond ETF (SCHJ) stake by 0.15% in Q2 2026, buying an estimated $444 and bringing the position to 11,981 shares worth $295K. The position accounts for 0.03% of the portfolio, ranked #382.

Mayflower Financial Advisors first reported a position in SCHJ in Q3 2021 and has held it in 13 quarters since. The position peaked at $362K in Q4 2021. 24 funds tracked by Wall St. Rank hold SCHJ as of Q2 2026.

Mayflower Financial Advisors held 11,981 shares of Schwab 1-5 Year Corporate Bond ETF worth $295K as of Q2 2026.
Mayflower Financial Advisors bought 18 Schwab 1-5 Year Corporate Bond ETF shares in Q2 2026, an estimated $444.
Schwab 1-5 Year Corporate Bond ETF made up 0.03% of Mayflower Financial Advisors's portfolio in Q2 2026, its #382 holding.
Mayflower Financial Advisors first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q3 2021 and has held it in 13 quarters since.
Mayflower Financial Advisors's Schwab 1-5 Year Corporate Bond ETF position peaked at $362K in Q4 2021.
24 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.