Rockefeller Capital Management
SCHJ icon

Rockefeller Capital Management’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Rockefeller Capital 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
Q1 		$613K Sell
24,789
-6,219
-20% -$155K ﹤0.01% 1854
2025
Q4 		$772K Buy
+31,008
New +$772K ﹤0.01% 1669

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CM
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SWA
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CIA
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SW
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MWM
Meridian Wealth Management Lexington, Kentucky $2.85B AUM 31.23% 1-Year Est. Return

Rockefeller Capital Management's SCHJ Position: Q1 2026 in Review

Rockefeller Capital Management reduced its Schwab 1-5 Year Corporate Bond ETF (SCHJ) stake by 20% in Q1 2026, selling an estimated $155K and leaving 24,789 shares worth $613K. The position accounts for ﹤0.01% of the portfolio, ranked #1854.

Rockefeller Capital Management first reported a position in SCHJ in Q4 2025 and has held it in 2 quarters since. The position peaked at $772K in Q4 2025. 125 funds tracked by Wall St. Rank hold SCHJ as of Q1 2026.

  • Rockefeller Capital Management held 24,789 shares of Schwab 1-5 Year Corporate Bond ETF worth $613K as of Q1 2026.
  • Rockefeller Capital Management sold 6,219 Schwab 1-5 Year Corporate Bond ETF shares in Q1 2026, an estimated $155K.
  • Schwab 1-5 Year Corporate Bond ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #1854 holding.
  • Rockefeller Capital Management first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • Rockefeller Capital Management's Schwab 1-5 Year Corporate Bond ETF position peaked at $772K in Q4 2025.
  • 125 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.