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

United Capital 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 		$592K Hold
24,036
– – ﹤0.01% 1024
2026
Q1 		$594K Buy
24,036
+21
+0.1% +$522 ﹤0.01% 979
2025
Q4 		$598K Sell
24,015
-3,250
-12% -$81K ﹤0.01% 904
2025
Q3 		$680K Sell
27,265
-1,060
-4% -$26.3K ﹤0.01% 768
2025
Q2 		$703K Sell
28,325
-75
-0.3% -$1.84K 0.01% 692
2025
Q1 		$700K Sell
28,400
-3,800
-12% -$93.1K 0.01% 651
2024
Q4 		$785K Sell
32,200
-4,100
-11% -$100K 0.01% 612
2024
Q3 		$900K Hold
36,300
– – 0.01% 567
2024
Q2 		$876K Sell
36,300
-3,800
-9% -$91.4K 0.01% 564
2024
Q1 		$969K Sell
40,100
-2,120
-5% -$51.1K 0.01% 567
2023
Q4 		$1.02M Buy
42,220
+5,360
+15% +$127K 0.01% 559
2023
Q3 		$866K Sell
36,860
-2,700
-7% -$63.7K 0.01% 543
2023
Q2 		$935K Buy
39,560
+22,928
+138% +$544K 0.01% 564
2023
Q1 		$396K Buy
+16,632
New +$393K ﹤0.01% 768

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

United Capital Financial Advisors's SCHJ Position: Q2 2026 in Review

United Capital Financial Advisors held its Schwab 1-5 Year Corporate Bond ETF (SCHJ) position steady in Q2 2026 at 24,036 shares worth $592K. The position accounts for ﹤0.01% of the portfolio, ranked #1024.

United Capital Financial Advisors first reported a position in SCHJ in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.02M in Q4 2023. 153 funds tracked by Wall St. Rank hold SCHJ as of Q2 2026.

  • United Capital Financial Advisors held 24,036 shares of Schwab 1-5 Year Corporate Bond ETF worth $592K as of Q2 2026.
  • United Capital Financial Advisors left its Schwab 1-5 Year Corporate Bond ETF share count unchanged in Q2 2026.
  • Schwab 1-5 Year Corporate Bond ETF made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1024 holding.
  • United Capital Financial Advisors first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • United Capital Financial Advisors's Schwab 1-5 Year Corporate Bond ETF position peaked at $1.02M in Q4 2023.
  • 153 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q2 2026.

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