UBS Group
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UBS Group’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

UBS Group’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
Q1 		– Sell
-36
Closed -$878 – 10661
2024
Q4 		$878 Sell
36
-44,126
-100% -$1.08M ﹤0.01% 9361
2024
Q3 		$1.1M Buy
+44,162
New +$1.08M ﹤0.01% 4576
2024
Q2 		– Sell
-544
Closed -$13.1K – 10018
2024
Q1 		$13.1K Sell
544
-26
-5% -$627 ﹤0.01% 7118
2023
Q4 		$13.8K Buy
570
+64
+13% +$1.51K ﹤0.01% 7302
2023
Q3 		$11.9K Sell
506
-3,540
-87% -$83.5K ﹤0.01% 7036
2023
Q2 		$95.6K Sell
4,046
-6,672
-62% -$158K ﹤0.01% 6044
2023
Q1 		$255K Buy
10,718
+8,442
+371% +$200K ﹤0.01% 5208
2022
Q4 		$53.4K Sell
2,276
-2,978
-57% -$69.4K ﹤0.01% 6716
2022
Q3 		$122K Buy
5,254
+4,124
+365% +$97.9K ﹤0.01% 5533
2022
Q2 		$27K Sell
1,130
-2,336
-67% -$55.9K ﹤0.01% 6519
2022
Q1 		$84K Buy
3,466
+3,192
+1,165% +$78.9K ﹤0.01% 6048
2021
Q4 		$7K Sell
274
-1,612
-85% -$40.8K ﹤0.01% 9164
2021
Q3 		$48K Buy
+1,886
New +$48.3K ﹤0.01% 6371
2020
Q4 		– Sell
-1,666
Closed -$43K – 8699
2020
Q3 		$43K Buy
+1,666
New +$42.9K ﹤0.01% 5757

Other funds holding SCHJ

CM
Columbus Macro New Castle, Pennsylvania $936M AUM 12.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MWM
Meridian Wealth Management Lexington, Kentucky $2.85B AUM 31.23% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
WWWM
White Wing Wealth Management The Wodlands, Texas $192M AUM 23.21% 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
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
SW
SlateStone Wealth Jupiter, Florida $1.21B AUM 21.86% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

UBS Group's SCHJ Position: Q1 2025 in Review

UBS Group sold out of Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q1 2025, closing a stake of 36 shares — an estimated $878 sold.

UBS Group first reported a position in SCHJ in Q3 2020 and held it in 14 quarters. The position peaked at $1.1M in Q3 2024. 117 funds tracked by Wall St. Rank hold SCHJ as of Q1 2025.

  • UBS Group reported no remaining Schwab 1-5 Year Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • UBS Group sold 36 Schwab 1-5 Year Corporate Bond ETF shares in Q1 2025, an estimated $878.
  • UBS Group first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q3 2020 and held it in 14 quarters.
  • UBS Group's Schwab 1-5 Year Corporate Bond ETF position peaked at $1.1M in Q3 2024.
  • 117 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q1 2025.

Based on UBS Group's 13F filing for Q1 2025, filed 13 May 2025.