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Savvy Advisors Inc’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Savvy Advisors Inc’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 		$310K Buy
12,539
+1,371
+12% +$34.1K 0.01% 859
2025
Q4 		$278K Buy
11,168
+1,685
+18% +$42K 0.01% 800
2025
Q3 		$237K Buy
+9,483
New +$235K 0.01% 724
2025
Q2 		– Sell
-8,804
Closed -$217K – 669
2025
Q1 		$217K Hold
8,804
– – 0.02% 475
2024
Q4 		$215K Buy
+8,804
New +$216K 0.03% 419

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 $1.03B AUM 17.77% 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 $273M AUM 18.08% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $374M AUM 21.53% 1-Year Est. Return
SW
SlateStone Wealth Jupiter, Florida $1.31B AUM 26.51% 1-Year Est. Return
MWM
Meridian Wealth Management Lexington, Kentucky $2.85B AUM 31.23% 1-Year Est. Return

Savvy Advisors Inc's SCHJ Position: Q1 2026 in Review

Savvy Advisors Inc increased its Schwab 1-5 Year Corporate Bond ETF (SCHJ) stake by 12% in Q1 2026, buying an estimated $34.1K and bringing the position to 12,539 shares worth $310K. The position accounts for 0.01% of the portfolio, ranked #859.

Savvy Advisors Inc first reported a position in SCHJ in Q4 2024 and has held it in 5 quarters since. 125 funds tracked by Wall St. Rank hold SCHJ as of Q1 2026.

  • Savvy Advisors Inc held 12,539 shares of Schwab 1-5 Year Corporate Bond ETF worth $310K as of Q1 2026.
  • Savvy Advisors Inc bought 1,371 Schwab 1-5 Year Corporate Bond ETF shares in Q1 2026, an estimated $34.1K.
  • Schwab 1-5 Year Corporate Bond ETF made up 0.01% of Savvy Advisors Inc's portfolio in Q1 2026, its #859 holding.
  • Savvy Advisors Inc first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q4 2024 and has held it in 5 quarters since.
  • 125 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.