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 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

WWWM

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

SlateStone Wealth Jupiter, Florida $1.31B AUM 26.51% 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

PAS

Park Avenue Securities New York $16B AUM 26.77% 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

MFG Wealth Management's SCHJ Position: Q2 2026 in Review

MFG Wealth Management increased its Schwab 1-5 Year Corporate Bond ETF (SCHJ) stake by 2.9% in Q2 2026, buying an estimated $85.4K and bringing the position to 124,377 shares worth $3.07M. The position accounts for 2.19% of the portfolio, ranked #14.

MFG Wealth Management first reported a position in SCHJ in Q3 2025 and has held it in 4 quarters since. 28 funds tracked by Wall St. Rank hold SCHJ as of Q2 2026.

MFG Wealth Management held 124,377 shares of Schwab 1-5 Year Corporate Bond ETF worth $3.07M as of Q2 2026.
MFG Wealth Management bought 3,463 Schwab 1-5 Year Corporate Bond ETF shares in Q2 2026, an estimated $85.4K.
Schwab 1-5 Year Corporate Bond ETF made up 2.19% of MFG Wealth Management's portfolio in Q2 2026, its #14 holding.
MFG Wealth Management first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
28 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q2 2026.

Based on MFG Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.