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Sound Income Strategies’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Sound Income Strategies’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
2025
Q2 		– Sell
-3,562
Closed -$87.8K – 1693
2025
Q1 		$87.8K Buy
+3,562
New +$87.2K 0.01% 414

Other funds holding SCHJ

CM
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MWM
Meridian Wealth Management Lexington, Kentucky $2.85B AUM 31.23% 1-Year Est. Return
WWWM
White Wing Wealth Management The Wodlands, Texas $192M AUM 23.21% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SW
SlateStone Wealth Jupiter, Florida $1.31B AUM 26.51% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return

Sound Income Strategies's SCHJ Position: Q2 2025 in Review

Sound Income Strategies sold out of Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q2 2025, closing a stake of 3,562 shares — an estimated $87.8K sold.

Sound Income Strategies first reported a position in SCHJ in Q1 2025 and held it in 1 quarter. The position peaked at $87.8K in Q1 2025. 121 funds tracked by Wall St. Rank hold SCHJ as of Q2 2025.

  • Sound Income Strategies reported no remaining Schwab 1-5 Year Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Sound Income Strategies sold 3,562 Schwab 1-5 Year Corporate Bond ETF shares in Q2 2025, an estimated $87.8K.
  • Sound Income Strategies first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q1 2025 and held it in 1 quarter.
  • Sound Income Strategies's Schwab 1-5 Year Corporate Bond ETF position peaked at $87.8K in Q1 2025.
  • 121 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q2 2025.

Based on Sound Income Strategies's 13F filing for Q2 2025, filed 17 Jul 2025.