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Sightline Wealth Advisors’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Sightline Wealth 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 		$10.3M Buy
416,772
+43,236
+12% +$1.07M 3.76% 9
2026
Q1 		$9.24M Buy
373,536
+123,352
+49% +$3.07M 3.91% 8
2025
Q4 		$6.23M Buy
250,184
+110,827
+80% +$2.76M 2.65% 9
2025
Q3 		$3.48M Buy
139,357
+74,390
+115% +$1.85M 1.57% 18
2025
Q2 		$1.61M Sell
64,967
-322
-0.5% -$7.92K 0.78% 29
2025
Q1 		$1.61M Sell
65,289
-19,901
-23% -$487K 0.85% 26
2024
Q4 		$2.08M Buy
+85,190
New +$2.09M 1.12% 21

Other funds holding SCHJ

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HIC
Hamrick Investment Counsel Seattle, Washington $151M AUM
HIC
Hartline Investment Corp Winnetka, Illinois $1.15B AUM 65.07% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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

Sightline Wealth Advisors's SCHJ Position: Q2 2026 in Review

Sightline Wealth Advisors increased its Schwab 1-5 Year Corporate Bond ETF (SCHJ) stake by 12% in Q2 2026, buying an estimated $1.07M and bringing the position to 416,772 shares worth $10.3M. The position accounts for 3.76% of the portfolio, ranked #9.

Sightline Wealth Advisors first reported a position in SCHJ in Q4 2024 and has held it in 7 quarters since. 152 funds tracked by Wall St. Rank hold SCHJ as of Q2 2026.

  • Sightline Wealth Advisors held 416,772 shares of Schwab 1-5 Year Corporate Bond ETF worth $10.3M as of Q2 2026.
  • Sightline Wealth Advisors bought 43,236 Schwab 1-5 Year Corporate Bond ETF shares in Q2 2026, an estimated $1.07M.
  • Schwab 1-5 Year Corporate Bond ETF made up 3.76% of Sightline Wealth Advisors's portfolio in Q2 2026, its #9 holding.
  • Sightline Wealth Advisors first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 152 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q2 2026.

Based on Sightline Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.