Moser Wealth Advisors’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Moser Wealth Advisors’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
2025 Q2	$6.35K	Buy	+256	New	+$6.29K	﹤0.01%	154

Other funds holding SCHJ

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

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

MWM

Meridian Wealth Management Lexington, Kentucky $2.85B AUM 31.23% 1-Year Est. Return

WWWM

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

SlateStone Wealth Jupiter, Florida $1.31B AUM 26.51% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

ACM

AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return

Moser Wealth Advisors's SCHJ Position: Q2 2025 in Review

Moser Wealth Advisors opened a new position in Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q2 2025: 256 shares worth $6.35K. The stake represents ﹤0.01% of the portfolio and ranks #154 among its holdings.

121 funds tracked by Wall St. Rank hold SCHJ as of Q2 2025.

Moser Wealth Advisors held 256 shares of Schwab 1-5 Year Corporate Bond ETF worth $6.35K as of Q2 2025.
Schwab 1-5 Year Corporate Bond ETF was a new Moser Wealth Advisors position in Q2 2025.
Schwab 1-5 Year Corporate Bond ETF made up ﹤0.01% of Moser Wealth Advisors's portfolio in Q2 2025, its #154 holding.
121 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q2 2025.

Based on Moser Wealth Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.