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Valmark Advisers’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Valmark Advisers’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 		$1.4M Buy
56,583
+2,426
+4% +$60.3K 0.02% 295
2025
Q4 		$1.35M Buy
54,157
+9,325
+21% +$232K 0.02% 301
2025
Q3 		$1.12M Sell
44,832
-201
-0.4% -$4.99K 0.01% 318
2025
Q2 		$1.12M Hold
45,033
– – 0.02% 316
2025
Q1 		$1.11M Hold
45,033
– – 0.02% 296
2024
Q4 		$1.1M Buy
45,033
+129
+0.3% +$3.16K 0.02% 292
2024
Q3 		$1.11M Sell
44,904
-2,336
-5% -$57.3K 0.02% 286
2024
Q2 		$1.14M Sell
47,240
-2,016
-4% -$48.5K 0.02% 257
2024
Q1 		$1.19M Sell
49,256
-624
-1% -$15.1K 0.02% 240
2023
Q4 		$1.21M Buy
49,880
+1,632
+3% +$38.6K 0.02% 225
2023
Q3 		$1.13M Hold
48,248
– – 0.02% 207
2023
Q2 		$1.14M Buy
48,248
+170
+0.4% +$4.03K 0.02% 208
2023
Q1 		$1.14M Buy
48,078
+1,310
+3% +$31K 0.02% 204
2022
Q4 		$1.1M Buy
46,768
+3,086
+7% +$71.9K 0.03% 201
2022
Q3 		$1.01M Buy
43,682
+3,788
+9% +$89.9K 0.02% 183
2022
Q2 		$947K Buy
39,894
+17,532
+78% +$419K 0.02% 197
2022
Q1 		$543K Buy
22,362
+6,716
+43% +$166K 0.01% 289
2021
Q4 		$395K Buy
+15,646
New +$396K 0.01% 310
2021
Q1 		– Sell
-8,268
Closed -$212K – 387
2020
Q4 		$212K Buy
+8,268
New +$213K ﹤0.01% 332

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

Valmark Advisers's SCHJ Position: Q1 2026 in Review

Valmark Advisers increased its Schwab 1-5 Year Corporate Bond ETF (SCHJ) stake by 4.5% in Q1 2026, buying an estimated $60.3K and bringing the position to 56,583 shares worth $1.4M. The position accounts for 0.02% of the portfolio, ranked #295.

Valmark Advisers first reported a position in SCHJ in Q4 2020 and has held it in 19 quarters since. 125 funds tracked by Wall St. Rank hold SCHJ as of Q1 2026.

  • Valmark Advisers held 56,583 shares of Schwab 1-5 Year Corporate Bond ETF worth $1.4M as of Q1 2026.
  • Valmark Advisers bought 2,426 Schwab 1-5 Year Corporate Bond ETF shares in Q1 2026, an estimated $60.3K.
  • Schwab 1-5 Year Corporate Bond ETF made up 0.02% of Valmark Advisers's portfolio in Q1 2026, its #295 holding.
  • Valmark Advisers first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q4 2020 and has held it in 19 quarters since.
  • 125 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q1 2026.

Based on Valmark Advisers's 13F filing for Q1 2026, filed 1 May 2026.