Northwestern Mutual Wealth Management
SCHJ icon

Northwestern Mutual Wealth Management’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Northwestern Mutual Wealth Management’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
Q1 		– Sell
-156
Closed -$3.8K – 3914
2024
Q4 		$3.8K Buy
156
+98
+169% +$2.4K ﹤0.01% 3021
2024
Q3 		$1.44K Buy
+58
New +$1.42K ﹤0.01% 3185
2022
Q1 		– Sell
-14
Closed – – 3364
2021
Q4 		$0 Buy
+14
New +$355 ﹤0.01% 3306
2020
Q4 		– Sell
-158
Closed -$4K – 2855
2020
Q3 		$4K Buy
+158
New +$4.07K ﹤0.01% 2233

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CM
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MWM
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Cetera Investment Advisers
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WWWM
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Wealth Enhancement Advisory Services
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
SW
SlateStone Wealth Jupiter, Florida $1.21B AUM 21.86% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Northwestern Mutual Wealth Management's SCHJ Position: Q1 2025 in Review

Northwestern Mutual Wealth Management sold out of Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q1 2025, closing a stake of 156 shares — an estimated $3.8K sold.

Northwestern Mutual Wealth Management first reported a position in SCHJ in Q3 2020 and held it in 4 quarters. The position peaked at $4K in Q3 2020. 117 funds tracked by Wall St. Rank hold SCHJ as of Q1 2025.

  • Northwestern Mutual Wealth Management reported no remaining Schwab 1-5 Year Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 156 Schwab 1-5 Year Corporate Bond ETF shares in Q1 2025, an estimated $3.8K.
  • Northwestern Mutual Wealth Management first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q3 2020 and held it in 4 quarters.
  • Northwestern Mutual Wealth Management's Schwab 1-5 Year Corporate Bond ETF position peaked at $4K in Q3 2020.
  • 117 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q1 2025.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.