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

SlateStone Wealth’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 		$7.91M Sell
319,788
-22,383
-7% -$557K 0.65% 49
2025
Q4 		$8.52M Buy
342,171
+135,514
+66% +$3.38M 0.71% 45
2025
Q3 		$5.16M Sell
206,657
-26,309
-11% -$653K 0.45% 64
2025
Q2 		$5.78M Buy
232,966
+37,046
+19% +$911K 0.54% 57
2025
Q1 		$4.83M Buy
195,920
+44,106
+29% +$1.08M 0.48% 62
2024
Q4 		$3.7M Buy
151,814
+34,578
+29% +$847K 0.36% 74
2024
Q3 		$2.91M Buy
+117,236
New +$2.88M 0.26% 85

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 $936M AUM 12.9% 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 $236M AUM 12.89% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $301M AUM 15.49% 1-Year Est. Return
MWM
Meridian Wealth Management Lexington, Kentucky $2.85B AUM 31.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SlateStone Wealth's SCHJ Position: Q1 2026 in Review

SlateStone Wealth reduced its Schwab 1-5 Year Corporate Bond ETF (SCHJ) stake by 6.5% in Q1 2026, selling an estimated $557K and leaving 319,788 shares worth $7.91M. The position accounts for 0.65% of the portfolio, ranked #49.

SlateStone Wealth first reported a position in SCHJ in Q3 2024 and has held it in 7 quarters since. The position peaked at $8.52M in Q4 2025. 125 funds tracked by Wall St. Rank hold SCHJ as of Q1 2026.

  • SlateStone Wealth held 319,788 shares of Schwab 1-5 Year Corporate Bond ETF worth $7.91M as of Q1 2026.
  • SlateStone Wealth sold 22,383 Schwab 1-5 Year Corporate Bond ETF shares in Q1 2026, an estimated $557K.
  • Schwab 1-5 Year Corporate Bond ETF made up 0.65% of SlateStone Wealth's portfolio in Q1 2026, its #49 holding.
  • SlateStone Wealth first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q3 2024 and has held it in 7 quarters since.
  • SlateStone Wealth's Schwab 1-5 Year Corporate Bond ETF position peaked at $8.52M in Q4 2025.
  • 125 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q1 2026.

Based on SlateStone Wealth's 13F filing for Q1 2026, filed 14 May 2026.