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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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Roundview Capital's SCHJ Position: Q2 2026 in Review

Roundview Capital held its Schwab 1-5 Year Corporate Bond ETF (SCHJ) position steady in Q2 2026 at 23,676 shares worth $584K. The position accounts for 0.03% of the portfolio, ranked #258.

Roundview Capital first reported a position in SCHJ in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.47M in Q3 2022. 152 funds tracked by Wall St. Rank hold SCHJ as of Q2 2026.

  • Roundview Capital held 23,676 shares of Schwab 1-5 Year Corporate Bond ETF worth $584K as of Q2 2026.
  • Roundview Capital left its Schwab 1-5 Year Corporate Bond ETF share count unchanged in Q2 2026.
  • Schwab 1-5 Year Corporate Bond ETF made up 0.03% of Roundview Capital's portfolio in Q2 2026, its #258 holding.
  • Roundview Capital first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q1 2022 and has held it in 18 quarters since.
  • Roundview Capital's Schwab 1-5 Year Corporate Bond ETF position peaked at $2.47M in Q3 2022.
  • 152 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q2 2026.

Based on Roundview Capital's 13F filing for Q2 2026, filed 30 Jul 2026.