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Stephens Group Asset Management’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Stephens Group Asset 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
2025
Q3 		– Sell
-8,821
Closed -$219K – 29
2025
Q2 		$219K Buy
8,821
+10
+0.1% +$246 0.02% 31
2025
Q1 		$217K Sell
8,811
-18,891
-68% -$463K 0.02% 31
2024
Q4 		$675K Buy
27,702
+15,166
+121% +$372K 0.06% 26
2024
Q3 		$311K Buy
+12,536
New +$308K 0.03% 30

Other funds holding SCHJ

CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return
MWM
Meridian Wealth Management Lexington, Kentucky $2.85B AUM 31.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
SW
SlateStone Wealth Jupiter, Florida $1.31B AUM 26.51% 1-Year Est. Return

Stephens Group Asset Management's SCHJ Position: Q3 2025 in Review

Stephens Group Asset Management sold out of Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q3 2025, closing a stake of 8,821 shares — an estimated $219K sold.

Stephens Group Asset Management first reported a position in SCHJ in Q3 2024 and held it in 4 quarters. The position peaked at $675K in Q4 2024. 113 funds tracked by Wall St. Rank hold SCHJ as of Q3 2025.

  • Stephens Group Asset Management reported no remaining Schwab 1-5 Year Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Stephens Group Asset Management sold 8,821 Schwab 1-5 Year Corporate Bond ETF shares in Q3 2025, an estimated $219K.
  • Stephens Group Asset Management first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q3 2024 and held it in 4 quarters.
  • Stephens Group Asset Management's Schwab 1-5 Year Corporate Bond ETF position peaked at $675K in Q4 2024.
  • 113 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q3 2025.

Based on Stephens Group Asset Management's 13F filing for Q3 2025, filed 7 Oct 2025.