MML Investors Services’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

MML Investors Services’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	$6.73M	Buy	+272,850	New	+$6.73M	0.01%	826
2023 Q2	–	Sell	-17,434	Closed	-$415K	–	2343
2023 Q1	$415K	Sell	17,434 -23,650	-58%	-$559K	﹤0.01%	1501
2022 Q4	$963K	Sell	41,084 -994	-2%	-$23.2K	0.01%	1171
2022 Q3	$974K	Sell	42,078 -2,438	-5%	-$57.9K	0.01%	1073
2022 Q2	$1.06M	Buy	44,516 +14,156	+47%	+$338K	0.01%	1023
2022 Q1	$737K	Sell	30,360 -7,096	-19%	-$175K	0.01%	1239
2021 Q4	$947K	Sell	37,456 -24,362	-39%	-$617K	0.01%	1083
2021 Q3	$1.58M	Sell	61,818 -226,040	-79%	-$5.78M	0.01%	826
2021 Q2	$7.37M	Buy	287,858 +17,750	+7%	+$454K	0.06%	309
2021 Q1	$6.88M	Buy	+270,108	New	+$6.91M	0.07%	288

Other funds holding SCHJ

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HIC

Hamrick Investment Counsel Seattle, Washington $151M AUM

HIC

Hartline Investment Corp Winnetka, Illinois $1.15B AUM 65.07% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return

WWWM

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

SWA

Sightline Wealth Advisors Groton, Connecticut $273M AUM 18.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CIA

Cape Investment Advisory Mcdonough, Georgia $374M AUM 21.53% 1-Year Est. Return

MML Investors Services's SCHJ Position: Q2 2026 in Review

MML Investors Services opened a new position in Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q2 2026: 272,850 shares worth $6.73M. The stake represents 0.01% of the portfolio and ranks #826 among its holdings. This is a return to the name: MML Investors Services previously reported a position in SCHJ as recently as Q1 2023.

MML Investors Services first reported a position in SCHJ in Q1 2021 and has held it in 10 quarters since. The position peaked at $7.37M in Q2 2021. 152 funds tracked by Wall St. Rank hold SCHJ as of Q2 2026.

MML Investors Services held 272,850 shares of Schwab 1-5 Year Corporate Bond ETF worth $6.73M as of Q2 2026.
Schwab 1-5 Year Corporate Bond ETF was a new MML Investors Services position in Q2 2026.
Schwab 1-5 Year Corporate Bond ETF made up 0.01% of MML Investors Services's portfolio in Q2 2026, its #826 holding.
MML Investors Services first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q1 2021 and has held it in 10 quarters since.
MML Investors Services's Schwab 1-5 Year Corporate Bond ETF position peaked at $7.37M in Q2 2021.
152 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.