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

Mutual 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
2026
Q2 		$1.4M Buy
56,710
+369
+0.7% +$9.1K 0.03% 524
2026
Q1 		$1.39M Buy
56,341
+3,450
+7% +$85.8K 0.03% 476
2025
Q4 		$1.32M Buy
52,891
+483
+0.9% +$12K 0.03% 484
2025
Q3 		$1.31M Sell
52,408
-545
-1% -$13.5K 0.03% 485
2025
Q2 		$1.31M Buy
52,953
+1,075
+2% +$26.4K 0.03% 416
2025
Q1 		$1.28M Sell
51,878
-6,991
-12% -$171K 0.04% 386
2024
Q4 		$1.44M Sell
58,869
-59,111
-50% -$1.45M 0.04% 366
2024
Q3 		$1.45M Buy
117,980
+57,912
+96% +$1.42M 0.04% 359
2024
Q2 		$1.46M Buy
60,068
+2,140
+4% +$51.4K 0.04% 347
2024
Q1 		$1.4M Buy
57,928
+31,772
+121% +$767K 0.04% 365
2023
Q4 		$633K Sell
26,156
-80
-0.3% -$1.89K 0.02% 587
2023
Q3 		$616K Sell
26,236
-644
-2% -$15.2K 0.02% 566
2023
Q2 		$635K Buy
+26,880
New +$638K 0.02% 564
2023
Q1 		– Sell
-11,066
Closed -$259K – 1011
2022
Q4 		$259K Sell
11,066
-9,336
-46% -$218K 0.01% 784
2022
Q3 		$472K Sell
20,402
-3,252
-14% -$77.2K 0.02% 575
2022
Q2 		$562K Sell
23,654
-6,290
-21% -$150K 0.04% 500
2022
Q1 		$727K Sell
29,944
-53,448
-64% -$1.32M 0.04% 469
2021
Q4 		$2.11M Sell
83,392
-9,830
-11% -$249K 0.11% 219
2021
Q3 		$2.38M Buy
93,222
+4,786
+5% +$122K 0.14% 182
2021
Q2 		$2.26M Buy
88,436
+59,212
+203% +$1.51M 0.13% 192
2021
Q1 		$745K Buy
+29,224
New +$748K 0.05% 388

Other funds holding SCHJ

Envestnet Asset Management
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
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CM
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
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

Mutual Advisors's SCHJ Position: Q2 2026 in Review

Mutual Advisors increased its Schwab 1-5 Year Corporate Bond ETF (SCHJ) stake by 0.65% in Q2 2026, buying an estimated $9.1K and bringing the position to 56,710 shares worth $1.4M. The position accounts for 0.03% of the portfolio, ranked #524.

Mutual Advisors first reported a position in SCHJ in Q1 2021 and has held it in 21 quarters since. The position peaked at $2.38M in Q3 2021. 153 funds tracked by Wall St. Rank hold SCHJ as of Q2 2026.

  • Mutual Advisors held 56,710 shares of Schwab 1-5 Year Corporate Bond ETF worth $1.4M as of Q2 2026.
  • Mutual Advisors bought 369 Schwab 1-5 Year Corporate Bond ETF shares in Q2 2026, an estimated $9.1K.
  • Schwab 1-5 Year Corporate Bond ETF made up 0.03% of Mutual Advisors's portfolio in Q2 2026, its #524 holding.
  • Mutual Advisors first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q1 2021 and has held it in 21 quarters since.
  • Mutual Advisors's Schwab 1-5 Year Corporate Bond ETF position peaked at $2.38M in Q3 2021.
  • 153 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.