SageView Advisory Group’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

SageView Advisory Group’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
2025 Q4	$2.94K	Buy	+118	New	+$2.94K	﹤0.01%	2133

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

Columbus Macro New Castle, Pennsylvania $936M AUM 12.9% 1-Year Est. Return

WWWM

White Wing Wealth Management The Wodlands, Texas $192M AUM 23.21% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

SlateStone Wealth Jupiter, Florida $1.31B AUM 26.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CIA

Cape Investment Advisory Mcdonough, Georgia $301M AUM 15.49% 1-Year Est. Return

MWM

Meridian Wealth Management Lexington, Kentucky $2.85B AUM 31.23% 1-Year Est. Return

SageView Advisory Group's SCHJ Position: Q4 2025 in Review

SageView Advisory Group opened a new position in Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q4 2025: 118 shares worth $2.94K. The stake represents ﹤0.01% of the portfolio and ranks #2133 among its holdings.

127 funds tracked by Wall St. Rank hold SCHJ as of Q4 2025.

SageView Advisory Group held 118 shares of Schwab 1-5 Year Corporate Bond ETF worth $2.94K as of Q4 2025.
Schwab 1-5 Year Corporate Bond ETF was a new SageView Advisory Group position in Q4 2025.
Schwab 1-5 Year Corporate Bond ETF made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #2133 holding.
127 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.