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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
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

HIC
Hartline Investment Corp Winnetka, Illinois $1.15B AUM 65.07% 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
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
FA
FF Advisors Manhattan Beach, California $267M AUM 22.35% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YAIA
Yanni & Associates Investment Advisors Wexford, Pennsylvania $108M AUM

Seek First's SCHJ Position: Q2 2026 in Review

Seek First increased its Schwab 1-5 Year Corporate Bond ETF (SCHJ) stake by 1.1% in Q2 2026, buying an estimated $9.28K and bringing the position to 34,109 shares worth $841K. The position accounts for 0.53% of the portfolio, ranked #31.

Seek First first reported a position in SCHJ in Q1 2025 and has held it in 6 quarters since. 59 funds tracked by Wall St. Rank hold SCHJ as of Q2 2026.

  • Seek First held 34,109 shares of Schwab 1-5 Year Corporate Bond ETF worth $841K as of Q2 2026.
  • Seek First bought 376 Schwab 1-5 Year Corporate Bond ETF shares in Q2 2026, an estimated $9.28K.
  • Schwab 1-5 Year Corporate Bond ETF made up 0.53% of Seek First's portfolio in Q2 2026, its #31 holding.
  • Seek First first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • 59 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q2 2026.

Based on Seek First's 13F filing for Q2 2026, filed 28 Jul 2026.