Steele Capital Management
SCHJ icon

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
Q3 		$468K Buy
19,414
+200
+1% +$4.89K 0.02% 83
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

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CIA
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Meridian Wealth Management
Meridian Wealth Management Lexington, Kentucky $3.35B AUM 30.28% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return
FA
FF Advisors Manhattan Beach, California $273M AUM 14.87% 1-Year Est. Return
Amara Financial
Amara Financial San Francisco, California $172M AUM 13.6% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Steele Capital Management's SCHJ Position: Q3 2026 in Review

Steele Capital Management increased its Schwab 1-5 Year Corporate Bond ETF (SCHJ) stake by 1% in Q3 2026, buying an estimated $4.89K and bringing the position to 19,414 shares worth $468K. The position accounts for 0.02% of the portfolio, ranked #83.

Steele Capital Management first reported a position in SCHJ in Q1 2026 and has held it in 3 quarters since. The position peaked at $474K in Q2 2026. 92 funds tracked by Wall St. Rank hold SCHJ as of Q3 2026.

  • Steele Capital Management held 19,414 shares of Schwab 1-5 Year Corporate Bond ETF worth $468K as of Q3 2026.
  • Steele Capital Management bought 200 Schwab 1-5 Year Corporate Bond ETF shares in Q3 2026, an estimated $4.89K.
  • Schwab 1-5 Year Corporate Bond ETF made up 0.02% of Steele Capital Management's portfolio in Q3 2026, its #83 holding.
  • Steele Capital Management first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • Steele Capital Management's Schwab 1-5 Year Corporate Bond ETF position peaked at $474K in Q2 2026.
  • 92 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q3 2026.

Based on Steele Capital Management's 13F filing for Q3 2026, filed 2 Nov 2026.