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Nalls Sherbakoff Group’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Nalls Sherbakoff Group’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
Q4 		$26.4K Hold
1,061
– – 0.02% 259
2025
Q3 		$26.5K Buy
+1,061
New +$26.3K 0.02% 258

Other funds holding SCHJ

HIC
Hamrick Investment Counsel Seattle, Washington $180M AUM
HIC
Hartline Investment Corp Winnetka, Illinois $1.15B AUM 65.07% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SW
SlateStone Wealth Jupiter, Florida $1.31B AUM 26.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $374M AUM 21.53% 1-Year Est. Return
MWM
Meridian Wealth Management Lexington, Kentucky $2.85B AUM 31.23% 1-Year Est. Return

Nalls Sherbakoff Group's SCHJ Position: Q4 2025 in Review

Nalls Sherbakoff Group held its Schwab 1-5 Year Corporate Bond ETF (SCHJ) position steady in Q4 2025 at 1,061 shares worth $26.4K. The position accounts for 0.02% of the portfolio, ranked #259.

Nalls Sherbakoff Group first reported a position in SCHJ in Q3 2025 and has held it in 2 quarters since. The position peaked at $26.5K in Q3 2025. 127 funds tracked by Wall St. Rank hold SCHJ as of Q4 2025.

  • Nalls Sherbakoff Group held 1,061 shares of Schwab 1-5 Year Corporate Bond ETF worth $26.4K as of Q4 2025.
  • Nalls Sherbakoff Group left its Schwab 1-5 Year Corporate Bond ETF share count unchanged in Q4 2025.
  • Schwab 1-5 Year Corporate Bond ETF made up 0.02% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #259 holding.
  • Nalls Sherbakoff Group first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q3 2025 and has held it in 2 quarters since.
  • Nalls Sherbakoff Group's Schwab 1-5 Year Corporate Bond ETF position peaked at $26.5K in Q3 2025.
  • 127 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q4 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2025, filed 12 Mar 2026.