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Old Mission Capital’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Old Mission Capital’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
Q3 		– Sell
-19,583
Closed -$486K – 1283
2025
Q2 		$486K Sell
19,583
-7,294
-27% -$179K 0.01% 729
2025
Q1 		$662K Buy
+26,877
New +$658K 0.01% 517
2024
Q4 		– Sell
-17,252
Closed -$428K – 1145
2024
Q3 		$428K Sell
17,252
-58,952
-77% -$1.45M 0.01% 814
2024
Q2 		$1.84M Buy
76,204
+5,392
+8% +$130K 0.03% 321
2024
Q1 		$1.71M Buy
+70,812
New +$1.71M 0.03% 355
2023
Q2 		– Sell
-28,348
Closed -$674K – 1514
2023
Q1 		$674K Sell
28,348
-42,042
-60% -$994K 0.01% 639
2022
Q4 		$1.65M Buy
+70,390
New +$1.64M 0.05% 360
2022
Q3 		– Sell
-83,526
Closed -$1.98M – 1294
2022
Q2 		$1.98M Buy
83,526
+21,702
+35% +$519K 0.06% 340
2022
Q1 		$1.5M Buy
61,824
+4,838
+8% +$120K 0.04% 353
2021
Q4 		$1.44M Buy
56,986
+7,920
+16% +$201K 0.06% 329
2021
Q3 		$1.25M Buy
+49,066
New +$1.26M 0.05% 323

Other funds holding SCHJ

CM
Columbus Macro New Castle, Pennsylvania $936M AUM 12.9% 1-Year Est. Return
MWM
Meridian Wealth Management Lexington, Kentucky $2.85B AUM 31.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WWWM
White Wing Wealth Management The Wodlands, Texas $192M AUM 23.21% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 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

Old Mission Capital's SCHJ Position: Q3 2025 in Review

Old Mission Capital sold out of Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q3 2025, closing a stake of 19,583 shares — an estimated $486K sold.

Old Mission Capital first reported a position in SCHJ in Q3 2021 and held it in 11 quarters. The position peaked at $1.98M in Q2 2022. 113 funds tracked by Wall St. Rank hold SCHJ as of Q3 2025.

  • Old Mission Capital reported no remaining Schwab 1-5 Year Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Old Mission Capital sold 19,583 Schwab 1-5 Year Corporate Bond ETF shares in Q3 2025, an estimated $486K.
  • Old Mission Capital first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q3 2021 and held it in 11 quarters.
  • Old Mission Capital's Schwab 1-5 Year Corporate Bond ETF position peaked at $1.98M in Q2 2022.
  • 113 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q3 2025.

Based on Old Mission Capital's 13F filing for Q3 2025, filed 14 Nov 2025.