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Phillips Financial Management’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Phillips Financial 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
Q2 		$4.66K Sell
189
-498
-72% -$12.3K ﹤0.01% 285
2026
Q1 		$17K Hold
687
– – ﹤0.01% 262
2025
Q4 		$17.1K Hold
687
– – ﹤0.01% 280
2025
Q3 		$17.1K Hold
687
– – ﹤0.01% 280
2025
Q2 		$17K Hold
687
– – ﹤0.01% 250
2025
Q1 		$16.9K Sell
687
-189
-22% -$4.63K ﹤0.01% 241
2024
Q4 		$21.4K Hold
876
– – ﹤0.01% 230
2024
Q3 		$21.7K Buy
+876
New +$21.5K ﹤0.01% 239

Other funds holding SCHJ

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HIC
Hamrick Investment Counsel Seattle, Washington $151M AUM
HIC
Hartline Investment Corp Winnetka, Illinois $1.15B AUM 65.07% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return
WWWM
White Wing Wealth Management The Wodlands, Texas $192M AUM 23.21% 1-Year Est. Return
SWA
Sightline Wealth Advisors Groton, Connecticut $273M AUM 18.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $374M AUM 21.53% 1-Year Est. Return

Phillips Financial Management's SCHJ Position: Q2 2026 in Review

Phillips Financial Management reduced its Schwab 1-5 Year Corporate Bond ETF (SCHJ) stake by 72% in Q2 2026, selling an estimated $12.3K and leaving 189 shares worth $4.66K. The position accounts for ﹤0.01% of the portfolio, ranked #285.

Phillips Financial Management first reported a position in SCHJ in Q3 2024 and has held it in 8 quarters since. The position peaked at $21.7K in Q3 2024. 153 funds tracked by Wall St. Rank hold SCHJ as of Q2 2026.

  • Phillips Financial Management held 189 shares of Schwab 1-5 Year Corporate Bond ETF worth $4.66K as of Q2 2026.
  • Phillips Financial Management sold 498 Schwab 1-5 Year Corporate Bond ETF shares in Q2 2026, an estimated $12.3K.
  • Schwab 1-5 Year Corporate Bond ETF made up ﹤0.01% of Phillips Financial Management's portfolio in Q2 2026, its #285 holding.
  • Phillips Financial Management first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • Phillips Financial Management's Schwab 1-5 Year Corporate Bond ETF position peaked at $21.7K in Q3 2024.
  • 153 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q2 2026.

Based on Phillips Financial Management's 13F filing for Q2 2026, filed 3 Aug 2026.