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

MFG 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 Q3	$2.98M	Sell	123,656 -721	-0.6%	-$17.6K	2.16%	13
2026 Q2	$3.07M	Buy	124,377 +3,463	+3%	+$85.4K	2.19%	14
2026 Q1	$2.99M	Buy	120,914 +1,341	+1%	+$33.4K	2.48%	7
2025 Q4	$2.98M	Sell	119,573 -640	-0.5%	-$15.9K	2.32%	13
2025 Q3	$3M	Buy	+120,213	New	+$2.98M	2.26%	11

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

MFG Wealth Management's SCHJ Position: Q3 2026 in Review

MFG Wealth Management reduced its Schwab 1-5 Year Corporate Bond ETF (SCHJ) stake by 0.58% in Q3 2026, selling an estimated $17.6K and leaving 123,656 shares worth $2.98M. The position accounts for 2.16% of the portfolio, ranked #13.

MFG Wealth Management first reported a position in SCHJ in Q3 2025 and has held it in 5 quarters since. The position peaked at $3.07M in Q2 2026. 109 funds tracked by Wall St. Rank hold SCHJ as of Q3 2026.

MFG Wealth Management held 123,656 shares of Schwab 1-5 Year Corporate Bond ETF worth $2.98M as of Q3 2026.
MFG Wealth Management sold 721 Schwab 1-5 Year Corporate Bond ETF shares in Q3 2026, an estimated $17.6K.
Schwab 1-5 Year Corporate Bond ETF made up 2.16% of MFG Wealth Management's portfolio in Q3 2026, its #13 holding.
MFG Wealth Management first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q3 2025 and has held it in 5 quarters since.
MFG Wealth Management's Schwab 1-5 Year Corporate Bond ETF position peaked at $3.07M in Q2 2026.
109 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q3 2026.

Based on MFG Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.