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

Meridian 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	$7.26M	Sell	293,635 -1,022	-0.3%	-$25.4K	0.25%	81
2025 Q4	$7.34M	Sell	294,657 -101,195	-26%	-$2.52M	0.26%	76
2025 Q3	$9.87M	Buy	395,852 +23,267	+6%	+$578K	0.38%	52
2025 Q2	$9.24M	Buy	372,585 +9,404	+3%	+$231K	0.39%	51
2025 Q1	$8.95M	Buy	363,181 +47,046	+15%	+$1.15M	0.43%	51
2024 Q4	$7.71M	Buy	316,135 +23,543	+8%	+$577K	0.36%	56
2024 Q3	$7.26M	Buy	+292,592	New	+$7.18M	0.36%	58
2024 Q1	–	Sell	-88,596	Closed	-$2.14M	–	452
2023 Q4	$2.14M	Buy	+88,596	New	+$2.1M	0.14%	167

Other funds holding SCHJ

HIC

Hamrick Investment Counsel Seattle, Washington $180M AUM

HIC

Hartline Investment Corp Winnetka, Illinois $909M AUM 45.7% 1-Year Est. Return

WWWM

White Wing Wealth Management The Wodlands, Texas $192M AUM 23.21% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $936M AUM 12.9% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SWA

Sightline Wealth Advisors Groton, Connecticut $236M AUM 12.89% 1-Year Est. Return

CIA

Cape Investment Advisory Mcdonough, Georgia $301M AUM 15.49% 1-Year Est. Return

SlateStone Wealth Jupiter, Florida $1.21B AUM 21.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Meridian Wealth Management reduced its Schwab 1-5 Year Corporate Bond ETF (SCHJ) stake by 0.35% in Q1 2026, selling an estimated $25.4K and leaving 293,635 shares worth $7.26M. The position accounts for 0.25% of the portfolio, ranked #81.

Meridian Wealth Management first reported a position in SCHJ in Q4 2023 and has held it in 8 quarters since. The position peaked at $9.87M in Q3 2025. 125 funds tracked by Wall St. Rank hold SCHJ as of Q1 2026.

Meridian Wealth Management held 293,635 shares of Schwab 1-5 Year Corporate Bond ETF worth $7.26M as of Q1 2026.
Meridian Wealth Management sold 1,022 Schwab 1-5 Year Corporate Bond ETF shares in Q1 2026, an estimated $25.4K.
Schwab 1-5 Year Corporate Bond ETF made up 0.25% of Meridian Wealth Management's portfolio in Q1 2026, its #81 holding.
Meridian Wealth Management first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q4 2023 and has held it in 8 quarters since.
Meridian Wealth Management's Schwab 1-5 Year Corporate Bond ETF position peaked at $9.87M in Q3 2025.
125 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.