OCM
SCHJ icon

Orser Capital Management’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Orser Capital 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
2026
Q1 		– Sell
-31,930
Closed -$795K – 52
2025
Q4 		$795K Buy
+31,930
New +$795K 0.45% 43

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
WWWM
White Wing Wealth Management The Wodlands, Texas $192M AUM 23.21% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SWA
Sightline Wealth Advisors Groton, Connecticut $273M AUM 18.08% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $374M AUM 21.53% 1-Year Est. Return
SW
SlateStone Wealth Jupiter, Florida $1.31B AUM 26.51% 1-Year Est. Return
MWM
Meridian Wealth Management Lexington, Kentucky $3.25B AUM 41% 1-Year Est. Return

Orser Capital Management's SCHJ Position: Q1 2026 in Review

Orser Capital Management sold out of Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q1 2026, closing a stake of 31,930 shares — an estimated $795K sold.

Orser Capital Management first reported a position in SCHJ in Q4 2025 and held it in 1 quarter. The position peaked at $795K in Q4 2025. 125 funds tracked by Wall St. Rank hold SCHJ as of Q1 2026.

  • Orser Capital Management reported no remaining Schwab 1-5 Year Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Orser Capital Management sold 31,930 Schwab 1-5 Year Corporate Bond ETF shares in Q1 2026, an estimated $795K.
  • Orser Capital Management first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q4 2025 and held it in 1 quarter.
  • Orser Capital Management's Schwab 1-5 Year Corporate Bond ETF position peaked at $795K in Q4 2025.
  • 125 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q1 2026.

Based on Orser Capital Management's 13F filing for Q1 2026, filed 16 Apr 2026.