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Plan A Wealth’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Plan A Wealth’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
Q3 		$265K Buy
+10,996
New +$269K 0.09% 153

Other funds holding SCHJ

MWM
MFG Wealth Management Indianapolis, Indiana $138M AUM 31.54% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Plan A Wealth's SCHJ Position: Q3 2026 in Review

Plan A Wealth opened a new position in Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q3 2026: 10,996 shares worth $265K. The stake represents 0.09% of the portfolio and ranks #153 among its holdings.

8 funds tracked by Wall St. Rank hold SCHJ as of Q3 2026.

  • Plan A Wealth held 10,996 shares of Schwab 1-5 Year Corporate Bond ETF worth $265K as of Q3 2026.
  • Schwab 1-5 Year Corporate Bond ETF was a new Plan A Wealth position in Q3 2026.
  • Schwab 1-5 Year Corporate Bond ETF made up 0.09% of Plan A Wealth's portfolio in Q3 2026, its #153 holding.
  • 8 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q3 2026.

Based on Plan A Wealth's 13F filing for Q3 2026, filed 8 Oct 2026.