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

Perigon 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
Q3 		– Sell
-14,451
Closed -$359K – 1244
2025
Q2 		$359K Buy
14,451
+94
+0.7% +$2.31K 0.01% 784
2025
Q1 		$354K Buy
14,357
+66
+0.5% +$1.62K 0.01% 748
2024
Q4 		$349K Buy
14,291
+2,017
+16% +$49.4K 0.01% 764
2024
Q3 		$304K Sell
12,274
-114
-0.9% -$2.8K 0.01% 784
2024
Q2 		$299K Buy
12,388
+144
+1% +$3.46K 0.01% 693
2024
Q1 		$296K Buy
+12,244
New +$295K 0.01% 687

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

Perigon Wealth Management's SCHJ Position: Q3 2025 in Review

Perigon Wealth Management sold out of Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q3 2025, closing a stake of 14,451 shares — an estimated $359K sold.

Perigon Wealth Management first reported a position in SCHJ in Q1 2024 and held it in 6 quarters. The position peaked at $359K in Q2 2025. 113 funds tracked by Wall St. Rank hold SCHJ as of Q3 2025.

  • Perigon Wealth Management reported no remaining Schwab 1-5 Year Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Perigon Wealth Management sold 14,451 Schwab 1-5 Year Corporate Bond ETF shares in Q3 2025, an estimated $359K.
  • Perigon Wealth Management first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q1 2024 and held it in 6 quarters.
  • Perigon Wealth Management's Schwab 1-5 Year Corporate Bond ETF position peaked at $359K in Q2 2025.
  • 113 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q3 2025.

Based on Perigon Wealth Management's 13F filing for Q3 2025, filed 17 Oct 2025.