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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
Q2 		$3.04M Buy
123,402
+8,354
+7% +$206K 0.03% 495
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HIC
Hamrick Investment Counsel Seattle, Washington $151M AUM
HIC
Hartline Investment Corp Winnetka, Illinois $1.15B AUM 65.07% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $374M AUM 21.53% 1-Year Est. Return

Summit Financial's SCHJ Position: Q2 2026 in Review

Summit Financial increased its Schwab 1-5 Year Corporate Bond ETF (SCHJ) stake by 7.3% in Q2 2026, buying an estimated $206K and bringing the position to 123,402 shares worth $3.04M. The position accounts for 0.03% of the portfolio, ranked #495.

Summit Financial first reported a position in SCHJ in Q3 2025 and has held it in 4 quarters since. The position peaked at $5.58M in Q4 2025. 152 funds tracked by Wall St. Rank hold SCHJ as of Q2 2026.

  • Summit Financial held 123,402 shares of Schwab 1-5 Year Corporate Bond ETF worth $3.04M as of Q2 2026.
  • Summit Financial bought 8,354 Schwab 1-5 Year Corporate Bond ETF shares in Q2 2026, an estimated $206K.
  • Schwab 1-5 Year Corporate Bond ETF made up 0.03% of Summit Financial's portfolio in Q2 2026, its #495 holding.
  • Summit Financial first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Summit Financial's Schwab 1-5 Year Corporate Bond ETF position peaked at $5.58M in Q4 2025.
  • 152 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.