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

Transamerica Financial Advisors’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 		$50K Buy
+2,027
New +$50K ﹤0.01% 698

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HIC
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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

Transamerica Financial Advisors's SCHJ Position: Q2 2026 in Review

Transamerica Financial Advisors opened a new position in Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q2 2026: 2,027 shares worth $50K. The stake represents ﹤0.01% of the portfolio and ranks #698 among its holdings.

153 funds tracked by Wall St. Rank hold SCHJ as of Q2 2026.

  • Transamerica Financial Advisors held 2,027 shares of Schwab 1-5 Year Corporate Bond ETF worth $50K as of Q2 2026.
  • Schwab 1-5 Year Corporate Bond ETF was a new Transamerica Financial Advisors position in Q2 2026.
  • Schwab 1-5 Year Corporate Bond ETF made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #698 holding.
  • 153 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.