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

Pure Portfolios 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
2025
Q4 		$4M Buy
160,487
+12,204
+8% +$304K 1.2% 19
2025
Q3 		$3.7M Buy
148,283
+9,327
+7% +$232K 1.16% 21
2025
Q2 		$3.45M Buy
138,956
+19,482
+16% +$479K 1.17% 22
2025
Q1 		$2.94M Buy
119,474
+5,277
+5% +$129K 1.08% 23
2024
Q4 		$2.78M Buy
114,197
+7,727
+7% +$189K 1.03% 24
2024
Q3 		$2.64M Buy
+106,470
New +$2.61M 1% 25

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SW
SlateStone Wealth Jupiter, Florida $1.31B AUM 26.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $374M AUM 21.53% 1-Year Est. Return
MWM
Meridian Wealth Management Lexington, Kentucky $2.85B AUM 31.23% 1-Year Est. Return

Pure Portfolios Holdings's SCHJ Position: Q4 2025 in Review

Pure Portfolios Holdings increased its Schwab 1-5 Year Corporate Bond ETF (SCHJ) stake by 8.2% in Q4 2025, buying an estimated $304K and bringing the position to 160,487 shares worth $4M. The position accounts for 1.2% of the portfolio, ranked #19.

Pure Portfolios Holdings first reported a position in SCHJ in Q3 2024 and has held it in 6 quarters since. 127 funds tracked by Wall St. Rank hold SCHJ as of Q4 2025.

  • Pure Portfolios Holdings held 160,487 shares of Schwab 1-5 Year Corporate Bond ETF worth $4M as of Q4 2025.
  • Pure Portfolios Holdings bought 12,204 Schwab 1-5 Year Corporate Bond ETF shares in Q4 2025, an estimated $304K.
  • Schwab 1-5 Year Corporate Bond ETF made up 1.2% of Pure Portfolios Holdings's portfolio in Q4 2025, its #19 holding.
  • Pure Portfolios Holdings first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q3 2024 and has held it in 6 quarters since.
  • 127 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q4 2025.

Based on Pure Portfolios Holdings's 13F filing for Q4 2025, filed 30 Jan 2026.