Osaic Holdings
SCHJ icon

Osaic Holdings’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Osaic Holdings’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 		$516K Sell
20,854
-2,035
-9% -$50.6K ﹤0.01% 3319
2025
Q4 		$570K Buy
22,889
+6,484
+40% +$162K ﹤0.01% 3230
2025
Q3 		$409K Sell
16,405
-346
-2% -$8.59K ﹤0.01% 3596
2025
Q2 		$416K Buy
16,751
+4,677
+39% +$115K ﹤0.01% 3306
2025
Q1 		$298K Sell
12,074
-11,044
-48% -$270K ﹤0.01% 3303
2024
Q4 		$564K Buy
23,118
+706
+3% +$17.3K ﹤0.01% 2682
2024
Q3 		$556K Buy
22,412
+2,212
+11% +$54.3K ﹤0.01% 2769
2024
Q2 		$488K Sell
20,200
-3,208
-14% -$77.1K ﹤0.01% 2793
2024
Q1 		$566K Sell
23,408
-22,028
-48% -$531K ﹤0.01% 2839
2023
Q4 		$1.1M Buy
45,436
+3,692
+9% +$87.4K ﹤0.01% 2425
2023
Q3 		$980K Buy
41,744
+20,278
+94% +$478K ﹤0.01% 2645
2023
Q2 		$507K Sell
21,466
-2,056
-9% -$48.8K ﹤0.01% 3141
2023
Q1 		$559K Sell
23,522
-1,308
-5% -$30.9K ﹤0.01% 3006
2022
Q4 		$582K Sell
24,830
-824
-3% -$19.2K ﹤0.01% 2884
2022
Q3 		$594K Sell
25,654
-372
-1% -$8.83K ﹤0.01% 2726
2022
Q2 		$618K Buy
26,026
+2,680
+11% +$64.1K ﹤0.01% 2724
2022
Q1 		$567K Sell
23,346
-37,036
-61% -$916K ﹤0.01% 3111
2021
Q4 		$1.53M Sell
60,382
-10,466
-15% -$265K ﹤0.01% 2016
2021
Q3 		$1.81M Buy
70,848
+4,658
+7% +$119K ﹤0.01% 1792
2021
Q2 		$1.69M Buy
66,190
+48,520
+275% +$1.24M ﹤0.01% 1868
2021
Q1 		$450K Buy
+17,670
New +$452K ﹤0.01% 2979

Other funds holding SCHJ

HIC
Hamrick Investment Counsel Seattle, Washington $180M AUM
HIC
Hartline Investment Corp Winnetka, Illinois $909M AUM 45.7% 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 $936M AUM 12.9% 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 $374B AUM 17.66% 1-Year Est. Return
SWA
Sightline Wealth Advisors Groton, Connecticut $236M AUM 12.89% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $301M AUM 15.49% 1-Year Est. Return
SW
SlateStone Wealth Jupiter, Florida $1.21B AUM 21.86% 1-Year Est. Return
MWM
Meridian Wealth Management Lexington, Kentucky $2.85B AUM 31.23% 1-Year Est. Return

Osaic Holdings's SCHJ Position: Q1 2026 in Review

Osaic Holdings reduced its Schwab 1-5 Year Corporate Bond ETF (SCHJ) stake by 8.9% in Q1 2026, selling an estimated $50.6K and leaving 20,854 shares worth $516K. The position accounts for ﹤0.01% of the portfolio, ranked #3319.

Osaic Holdings first reported a position in SCHJ in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.81M in Q3 2021. 125 funds tracked by Wall St. Rank hold SCHJ as of Q1 2026.

  • Osaic Holdings held 20,854 shares of Schwab 1-5 Year Corporate Bond ETF worth $516K as of Q1 2026.
  • Osaic Holdings sold 2,035 Schwab 1-5 Year Corporate Bond ETF shares in Q1 2026, an estimated $50.6K.
  • Schwab 1-5 Year Corporate Bond ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #3319 holding.
  • Osaic Holdings first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q1 2021 and has held it in 21 quarters since.
  • Osaic Holdings's Schwab 1-5 Year Corporate Bond ETF position peaked at $1.81M in Q3 2021.
  • 125 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.