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
Q2 		$405K Sell
16,438
-8,351
-34% -$206K ﹤0.01% 2202
2026
Q1 		$613K Sell
24,789
-6,219
-20% -$155K ﹤0.01% 1854
2025
Q4 		$772K Buy
+31,008
New +$772K ﹤0.01% 1669

Other funds holding SCHJ

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Rockefeller Capital Management's SCHJ Position: Q2 2026 in Review

Rockefeller Capital Management reduced its Schwab 1-5 Year Corporate Bond ETF (SCHJ) stake by 34% in Q2 2026, selling an estimated $206K and leaving 16,438 shares worth $405K. The position accounts for ﹤0.01% of the portfolio, ranked #2202.

Rockefeller Capital Management first reported a position in SCHJ in Q4 2025 and has held it in 3 quarters since. The position peaked at $772K in Q4 2025. 154 funds tracked by Wall St. Rank hold SCHJ as of Q2 2026.

  • Rockefeller Capital Management held 16,438 shares of Schwab 1-5 Year Corporate Bond ETF worth $405K as of Q2 2026.
  • Rockefeller Capital Management sold 8,351 Schwab 1-5 Year Corporate Bond ETF shares in Q2 2026, an estimated $206K.
  • Schwab 1-5 Year Corporate Bond ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #2202 holding.
  • Rockefeller Capital Management first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Rockefeller Capital Management's Schwab 1-5 Year Corporate Bond ETF position peaked at $772K in Q4 2025.
  • 154 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.