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Principal Securities’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Principal Securities’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
Q2 		– Sell
-80
Closed -$1.95K – 3865
2025
Q1 		$1.95K Hold
80
– – ﹤0.01% 3047
2024
Q4 		$1.95K Buy
+80
New +$1.96K ﹤0.01% 3041
2024
Q2 		– Sell
-662
Closed -$16K – 3467
2024
Q1 		$16K Hold
662
– – ﹤0.01% 2119
2023
Q4 		$16K Buy
+662
New +$15.7K ﹤0.01% 2043

Other funds holding SCHJ

CM
Columbus Macro New Castle, Pennsylvania $936M AUM 12.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MWM
Meridian Wealth Management Lexington, Kentucky $2.85B AUM 31.23% 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
SW
SlateStone Wealth Jupiter, Florida $1.21B AUM 21.86% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return

Principal Securities's SCHJ Position: Q2 2025 in Review

Principal Securities sold out of Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q2 2025, closing a stake of 80 shares — an estimated $1.95K sold.

Principal Securities first reported a position in SCHJ in Q4 2023 and held it in 4 quarters. The position peaked at $16K in Q4 2023. 121 funds tracked by Wall St. Rank hold SCHJ as of Q2 2025.

  • Principal Securities reported no remaining Schwab 1-5 Year Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Principal Securities sold 80 Schwab 1-5 Year Corporate Bond ETF shares in Q2 2025, an estimated $1.95K.
  • Principal Securities first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q4 2023 and held it in 4 quarters.
  • Principal Securities's Schwab 1-5 Year Corporate Bond ETF position peaked at $16K in Q4 2023.
  • 121 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q2 2025.

Based on Principal Securities's 13F filing for Q2 2025, filed 11 Aug 2025.