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 Q3	$571K	Buy	23,680 +4	+0%	+$98	0.03%	260
2026 Q2	$584K	Hold	23,676	–	–	0.03%	258
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

Hartline Investment Corp Winnetka, Illinois $969M AUM 53.26% 1-Year Est. Return

BCG

BRIA Capital Group Wesley Chapel, Florida $147M AUM 19.54% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return

White Wing Wealth Management The Wodlands, Texas $192M AUM 15.98% 1-Year Est. Return

CIA

Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return

Meridian Wealth Management Lexington, Kentucky $3.35B AUM 30.28% 1-Year Est. Return

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return

FF Advisors Manhattan Beach, California $273M AUM 14.87% 1-Year Est. Return

Amara Financial San Francisco, California $172M AUM 13.6% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Roundview Capital's SCHJ Position: Q3 2026 in Review

Roundview Capital increased its Schwab 1-5 Year Corporate Bond ETF (SCHJ) stake by 0.02% in Q3 2026, buying an estimated $98 and bringing the position to 23,680 shares worth $571K. The position accounts for 0.03% of the portfolio, ranked #260.

Roundview Capital first reported a position in SCHJ in Q1 2022 and has held it in 19 quarters since. The position peaked at $2.47M in Q3 2022. 93 funds tracked by Wall St. Rank hold SCHJ as of Q3 2026.

Roundview Capital held 23,680 shares of Schwab 1-5 Year Corporate Bond ETF worth $571K as of Q3 2026.
Roundview Capital bought 4 Schwab 1-5 Year Corporate Bond ETF shares in Q3 2026, an estimated $98.
Schwab 1-5 Year Corporate Bond ETF made up 0.03% of Roundview Capital's portfolio in Q3 2026, its #260 holding.
Roundview Capital first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q1 2022 and has held it in 19 quarters since.
Roundview Capital's Schwab 1-5 Year Corporate Bond ETF position peaked at $2.47M in Q3 2022.
93 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q3 2026.

Based on Roundview Capital's 13F filing for Q3 2026, filed 10 Nov 2026.