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Steele Capital Management’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Steele Capital Management’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 		$474K Buy
19,214
+1,950
+11% +$48.1K 0.02% 82
2026
Q1 		$427K Buy
+17,264
New +$429K 0.02% 82

Other funds holding SCHJ

HIC
Hartline Investment Corp Winnetka, Illinois $1.15B AUM 65.07% 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
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
FA
FF Advisors Manhattan Beach, California $267M AUM 22.35% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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

Steele Capital Management's SCHJ Position: Q2 2026 in Review

Steele Capital Management increased its Schwab 1-5 Year Corporate Bond ETF (SCHJ) stake by 11% in Q2 2026, buying an estimated $48.1K and bringing the position to 19,214 shares worth $474K. The position accounts for 0.02% of the portfolio, ranked #82.

Steele Capital Management first reported a position in SCHJ in Q1 2026 and has held it in 2 quarters since. 61 funds tracked by Wall St. Rank hold SCHJ as of Q2 2026.

  • Steele Capital Management held 19,214 shares of Schwab 1-5 Year Corporate Bond ETF worth $474K as of Q2 2026.
  • Steele Capital Management bought 1,950 Schwab 1-5 Year Corporate Bond ETF shares in Q2 2026, an estimated $48.1K.
  • Schwab 1-5 Year Corporate Bond ETF made up 0.02% of Steele Capital Management's portfolio in Q2 2026, its #82 holding.
  • Steele Capital Management first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 61 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q2 2026.

Based on Steele Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.