RC
SCHJ icon

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

Roundview Capital’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 		$585K Sell
23,676
-158
-0.7% -$3.93K 0.04% 251
2025
Q4 		$593K Buy
23,834
+104
+0.4% +$2.59K 0.04% 240
2025
Q3 		$592K Sell
23,730
-60
-0.3% -$1.49K 0.04% 250
2025
Q2 		$590K Sell
23,790
-1,508
-6% -$37.1K 0.04% 252
2025
Q1 		$623K Buy
25,298
+32
+0.1% +$784 0.05% 239
2024
Q4 		$616K Buy
25,266
+98
+0.4% +$2.4K 0.04% 253
2024
Q3 		$624K Sell
25,168
-1,690
-6% -$41.5K 0.05% 254
2024
Q2 		$648K Hold
26,858
– – 0.05% 241
2024
Q1 		$649K Hold
26,858
– – 0.05% 235
2023
Q4 		$650K Hold
26,858
– – 0.06% 226
2023
Q3 		$631K Hold
26,858
– – 0.06% 226
2023
Q2 		$635K Sell
26,858
-1,508
-5% -$35.8K 0.06% 228
2023
Q1 		$675K Sell
28,366
-69,136
-71% -$1.63M 0.07% 225
2022
Q4 		$2.29M Sell
97,502
-9,064
-9% -$211K 0.26% 101
2022
Q3 		$2.47M Buy
106,566
+67,260
+171% +$1.6M 0.31% 87
2022
Q2 		$933K Hold
39,306
– – 0.11% 169
2022
Q1 		$954K Buy
+39,306
New +$972K 0.1% 180

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
WWWM
White Wing Wealth Management The Wodlands, Texas $192M AUM 23.21% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $936M AUM 12.9% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SWA
Sightline Wealth Advisors Groton, Connecticut $236M AUM 12.89% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $301M AUM 15.49% 1-Year Est. Return
SW
SlateStone Wealth Jupiter, Florida $1.21B AUM 21.86% 1-Year Est. Return
MWM
Meridian Wealth Management Lexington, Kentucky $2.85B AUM 31.23% 1-Year Est. Return

Roundview Capital's SCHJ Position: Q1 2026 in Review

Roundview Capital reduced its Schwab 1-5 Year Corporate Bond ETF (SCHJ) stake by 0.66% in Q1 2026, selling an estimated $3.93K and leaving 23,676 shares worth $585K. The position accounts for 0.04% of the portfolio, ranked #251.

Roundview Capital first reported a position in SCHJ in Q1 2022 and has held it in 17 quarters since. The position peaked at $2.47M in Q3 2022. 125 funds tracked by Wall St. Rank hold SCHJ as of Q1 2026.

  • Roundview Capital held 23,676 shares of Schwab 1-5 Year Corporate Bond ETF worth $585K as of Q1 2026.
  • Roundview Capital sold 158 Schwab 1-5 Year Corporate Bond ETF shares in Q1 2026, an estimated $3.93K.
  • Schwab 1-5 Year Corporate Bond ETF made up 0.04% of Roundview Capital's portfolio in Q1 2026, its #251 holding.
  • Roundview Capital first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q1 2022 and has held it in 17 quarters since.
  • Roundview Capital's Schwab 1-5 Year Corporate Bond ETF position peaked at $2.47M in Q3 2022.
  • 125 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q1 2026.

Based on Roundview Capital's 13F filing for Q1 2026, filed 8 May 2026.