Seek First’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Seek First’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	$831K	Buy	34,500 +391	+1%	+$9.6K	0.54%	33
2026 Q2	$841K	Buy	34,109 +376	+1%	+$9.28K	0.53%	31
2026 Q1	$834K	Buy	33,733 +57	+0.2%	+$1.42K	0.59%	29
2025 Q4	$839K	Buy	33,676 +553	+2%	+$13.8K	0.58%	30
2025 Q3	$826K	Buy	33,123 +368	+1%	+$9.14K	0.59%	28
2025 Q2	$813K	Buy	32,755 +358	+1%	+$8.8K	0.66%	26
2025 Q1	$798K	Buy	+32,397	New	+$793K	0.71%	23

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

CIA

Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 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

White & Co Financial Planning Sunnyside, Washington $151M AUM 8.16% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Yanni & Associates Investment Advisors Wexford, Pennsylvania $109M AUM 13.78% 1-Year Est. Return

Seek First's SCHJ Position: Q3 2026 in Review

Seek First increased its Schwab 1-5 Year Corporate Bond ETF (SCHJ) stake by 1.1% in Q3 2026, buying an estimated $9.6K and bringing the position to 34,500 shares worth $831K. The position accounts for 0.54% of the portfolio, ranked #33.

Seek First first reported a position in SCHJ in Q1 2025 and has held it in 7 quarters since. The position peaked at $841K in Q2 2026. 50 funds tracked by Wall St. Rank hold SCHJ as of Q3 2026.

Seek First held 34,500 shares of Schwab 1-5 Year Corporate Bond ETF worth $831K as of Q3 2026.
Seek First bought 391 Schwab 1-5 Year Corporate Bond ETF shares in Q3 2026, an estimated $9.6K.
Schwab 1-5 Year Corporate Bond ETF made up 0.54% of Seek First's portfolio in Q3 2026, its #33 holding.
Seek First first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q1 2025 and has held it in 7 quarters since.
Seek First's Schwab 1-5 Year Corporate Bond ETF position peaked at $841K in Q2 2026.
50 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q3 2026.

Based on Seek First's 13F filing for Q3 2026, filed 27 Oct 2026.