MB, Levis & Associates’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

MB, Levis & Associates’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 Q3	$3.44K	Buy	+143	New	+$3.49K	﹤0.01%	204

Other funds holding SCHJ

Hartline Investment Corp Winnetka, Illinois $969M AUM 53.26% 1-Year Est. Return

BCG

BRIA Capital Group Wesley Chapel, Florida $147M AUM 19.54% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return

White Wing Wealth Management The Wodlands, Texas $192M AUM 15.98% 1-Year Est. Return

CIA

Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return

Meridian Wealth Management Lexington, Kentucky $3.35B AUM 30.28% 1-Year Est. Return

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return

FF Advisors Manhattan Beach, California $273M AUM 14.87% 1-Year Est. Return

Amara Financial San Francisco, California $172M AUM 13.6% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

MB, Levis & Associates's SCHJ Position: Q3 2026 in Review

MB, Levis & Associates opened a new position in Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q3 2026: 143 shares worth $3.44K. The stake represents ﹤0.01% of the portfolio and ranks #204 among its holdings.

92 funds tracked by Wall St. Rank hold SCHJ as of Q3 2026.

MB, Levis & Associates held 143 shares of Schwab 1-5 Year Corporate Bond ETF worth $3.44K as of Q3 2026.
Schwab 1-5 Year Corporate Bond ETF was a new MB, Levis & Associates position in Q3 2026.
Schwab 1-5 Year Corporate Bond ETF made up ﹤0.01% of MB, Levis & Associates's portfolio in Q3 2026, its #204 holding.
92 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q3 2026.

Based on MB, Levis & Associates's 13F filing for Q3 2026, filed 16 Oct 2026.