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Stonekeep Investments’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Stonekeep Investments’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
Q4 		– Sell
-22,778
Closed -$568K – 66
2025
Q3 		$568K Buy
22,778
+400
+2% +$9.93K 0.36% 34
2025
Q2 		$555K Sell
22,378
-4,416
-16% -$109K 0.37% 36
2025
Q1 		$660K Sell
26,794
-3,789
-12% -$92.8K 0.49% 30
2024
Q4 		$745K Sell
30,583
-2,117
-6% -$51.9K 0.56% 27
2024
Q3 		$811K Buy
32,700
+870
+3% +$21.3K 0.63% 26
2024
Q2 		$768K Buy
+31,830
New +$765K 0.62% 25

Other funds holding SCHJ

HIC
Hamrick Investment Counsel Seattle, Washington $180M AUM
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SW
SlateStone Wealth Jupiter, Florida $1.31B AUM 26.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $374M AUM 21.53% 1-Year Est. Return
MWM
Meridian Wealth Management Lexington, Kentucky $2.85B AUM 31.23% 1-Year Est. Return

Stonekeep Investments's SCHJ Position: Q4 2025 in Review

Stonekeep Investments sold out of Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q4 2025, closing a stake of 22,778 shares — an estimated $568K sold.

Stonekeep Investments first reported a position in SCHJ in Q2 2024 and held it in 6 quarters. The position peaked at $811K in Q3 2024. 127 funds tracked by Wall St. Rank hold SCHJ as of Q4 2025.

  • Stonekeep Investments reported no remaining Schwab 1-5 Year Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Stonekeep Investments sold 22,778 Schwab 1-5 Year Corporate Bond ETF shares in Q4 2025, an estimated $568K.
  • Stonekeep Investments first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q2 2024 and held it in 6 quarters.
  • Stonekeep Investments's Schwab 1-5 Year Corporate Bond ETF position peaked at $811K in Q3 2024.
  • 127 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q4 2025.

Based on Stonekeep Investments's 13F filing for Q4 2025, filed 7 Jan 2026.