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Summit Financial’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Summit Financial’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
Q1 		$2.84M Sell
115,048
-108,903
-49% -$2.71M 0.04% 474
2025
Q4 		$5.58M Buy
223,951
+7,705
+4% +$192K 0.08% 234
2025
Q3 		$5.39M Buy
+216,246
New +$5.37M 0.08% 240

Other funds holding SCHJ

HIC
Hamrick Investment Counsel Seattle, Washington $180M AUM
HIC
Hartline Investment Corp Winnetka, Illinois $909M AUM 45.7% 1-Year Est. Return
WWWM
White Wing Wealth Management The Wodlands, Texas $192M AUM 23.21% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $936M AUM 12.9% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SWA
Sightline Wealth Advisors Groton, Connecticut $236M AUM 12.89% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $301M AUM 15.49% 1-Year Est. Return
SW
SlateStone Wealth Jupiter, Florida $1.21B AUM 21.86% 1-Year Est. Return
MWM
Meridian Wealth Management Lexington, Kentucky $2.85B AUM 31.23% 1-Year Est. Return

Summit Financial's SCHJ Position: Q1 2026 in Review

Summit Financial reduced its Schwab 1-5 Year Corporate Bond ETF (SCHJ) stake by 49% in Q1 2026, selling an estimated $2.71M and leaving 115,048 shares worth $2.84M. The position accounts for 0.04% of the portfolio, ranked #474.

Summit Financial first reported a position in SCHJ in Q3 2025 and has held it in 3 quarters since. The position peaked at $5.58M in Q4 2025. 125 funds tracked by Wall St. Rank hold SCHJ as of Q1 2026.

  • Summit Financial held 115,048 shares of Schwab 1-5 Year Corporate Bond ETF worth $2.84M as of Q1 2026.
  • Summit Financial sold 108,903 Schwab 1-5 Year Corporate Bond ETF shares in Q1 2026, an estimated $2.71M.
  • Schwab 1-5 Year Corporate Bond ETF made up 0.04% of Summit Financial's portfolio in Q1 2026, its #474 holding.
  • Summit Financial first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Summit Financial's Schwab 1-5 Year Corporate Bond ETF position peaked at $5.58M in Q4 2025.
  • 125 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.