Northstar Advisory Group’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Northstar Advisory 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
2026 Q2	$230K	Hold	9,343	–	–	0.07%	114
2026 Q1	$231K	Hold	9,343	–	–	0.09%	108
2025 Q4	$233K	Buy	+9,343	New	+$233K	0.08%	104
2021 Q4	–	Sell	-179,418	Closed	-$4.58M	–	123
2021 Q3	$4.58M	Buy	+179,418	New	+$4.59M	4.49%	9

Other funds holding SCHJ

WWWM

White Wing Wealth Management The Wodlands, Texas $192M AUM 23.21% 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

MWM

MFG Wealth Management Indianapolis, Indiana $140M AUM 44.72% 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

LAIC

Lederer & Associates Investment Counsel Long Beach, California $152M AUM 19.48% 1-Year Est. Return

Northstar Advisory Group's SCHJ Position: Q2 2026 in Review

Northstar Advisory Group held its Schwab 1-5 Year Corporate Bond ETF (SCHJ) position steady in Q2 2026 at 9,343 shares worth $230K. The position accounts for 0.07% of the portfolio, ranked #114.

Northstar Advisory Group first reported a position in SCHJ in Q3 2021 and has held it in 4 quarters since. The position peaked at $4.58M in Q3 2021. 24 funds tracked by Wall St. Rank hold SCHJ as of Q2 2026.

Northstar Advisory Group held 9,343 shares of Schwab 1-5 Year Corporate Bond ETF worth $230K as of Q2 2026.
Northstar Advisory Group left its Schwab 1-5 Year Corporate Bond ETF share count unchanged in Q2 2026.
Schwab 1-5 Year Corporate Bond ETF made up 0.07% of Northstar Advisory Group's portfolio in Q2 2026, its #114 holding.
Northstar Advisory Group first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q3 2021 and has held it in 4 quarters since.
Northstar Advisory Group's Schwab 1-5 Year Corporate Bond ETF position peaked at $4.58M in Q3 2021.
24 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q2 2026.

Based on Northstar Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.