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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
Q2 		$7.92M Buy
321,351
+1,563
+0.5% +$38.6K 0.61% 51
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

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
SWA
Sightline Wealth Advisors Groton, Connecticut $273M AUM 18.08% 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

SlateStone Wealth's SCHJ Position: Q2 2026 in Review

SlateStone Wealth increased its Schwab 1-5 Year Corporate Bond ETF (SCHJ) stake by 0.49% in Q2 2026, buying an estimated $38.6K and bringing the position to 321,351 shares worth $7.92M. The position accounts for 0.61% of the portfolio, ranked #51.

SlateStone Wealth first reported a position in SCHJ in Q3 2024 and has held it in 8 quarters since. The position peaked at $8.52M in Q4 2025. 152 funds tracked by Wall St. Rank hold SCHJ as of Q2 2026.

  • SlateStone Wealth held 321,351 shares of Schwab 1-5 Year Corporate Bond ETF worth $7.92M as of Q2 2026.
  • SlateStone Wealth bought 1,563 Schwab 1-5 Year Corporate Bond ETF shares in Q2 2026, an estimated $38.6K.
  • Schwab 1-5 Year Corporate Bond ETF made up 0.61% of SlateStone Wealth's portfolio in Q2 2026, its #51 holding.
  • SlateStone Wealth first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • SlateStone Wealth's Schwab 1-5 Year Corporate Bond ETF position peaked at $8.52M in Q4 2025.
  • 152 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q2 2026.

Based on SlateStone Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.