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Sequoia Financial Advisors’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Sequoia Financial Advisors’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 		$647K Buy
+26,246
New +$647K ﹤0.01% 1162

Other funds holding SCHJ

WWWM
White Wing Wealth Management The Wodlands, Texas $192M AUM 23.21% 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
WCFP
White & Co Financial Planning Sunnyside, Washington $161M AUM 18.51% 1-Year Est. Return
MWM
MFG Wealth Management Indianapolis, Indiana $140M AUM 44.72% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $537M AUM 18.21% 1-Year Est. Return
FFG
First Financial Group Raleigh, North Carolina $138M AUM 15.95% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
LAIC
Lederer & Associates Investment Counsel Long Beach, California $152M AUM 19.48% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Sequoia Financial Advisors's SCHJ Position: Q2 2026 in Review

Sequoia Financial Advisors opened a new position in Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q2 2026: 26,246 shares worth $647K. The stake represents ﹤0.01% of the portfolio and ranks #1162 among its holdings.

24 funds tracked by Wall St. Rank hold SCHJ as of Q2 2026.

  • Sequoia Financial Advisors held 26,246 shares of Schwab 1-5 Year Corporate Bond ETF worth $647K as of Q2 2026.
  • Schwab 1-5 Year Corporate Bond ETF was a new Sequoia Financial Advisors position in Q2 2026.
  • Schwab 1-5 Year Corporate Bond ETF made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1162 holding.
  • 24 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.