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Van Strum & Towne’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Van Strum & Towne’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 		$5.26M Buy
212,550
+34,649
+19% +$862K 1.53% 24
2025
Q4 		$4.43M Buy
177,901
+14,125
+9% +$352K 1.24% 28
2025
Q3 		$4.09M Buy
163,776
+684
+0.4% +$17K 1.2% 27
2025
Q2 		$4.05M Buy
163,092
+36,040
+28% +$886K 1.28% 25
2025
Q1 		$3.13M Buy
127,052
+967
+0.8% +$23.7K 1.05% 32
2024
Q4 		$3.07M Buy
126,085
+20,565
+19% +$504K 1.08% 28
2024
Q3 		$2.62M Buy
105,520
+12,800
+14% +$314K 0.91% 30
2024
Q2 		$2.24M Buy
92,720
+8,650
+10% +$208K 0.81% 32
2024
Q1 		$2.03M Sell
84,070
-1,700
-2% -$41K 0.74% 33
2023
Q4 		$2.07M Sell
85,770
-7,164
-8% -$170K 0.81% 32
2023
Q3 		$2.18M Buy
92,934
+1,254
+1% +$29.6K 0.92% 32
2023
Q2 		$2.17M Buy
91,680
+9,100
+11% +$216K 0.9% 32
2023
Q1 		$1.96M Hold
82,580
– – 0.84% 31
2022
Q4 		$1.94M Buy
82,580
+580
+0.7% +$13.5K 0.83% 34
2022
Q3 		$1.9M Sell
82,000
-3,254
-4% -$77.2K 0.88% 31
2022
Q2 		$2.02M Hold
85,254
– – 0.86% 30
2022
Q1 		$2.07M Buy
85,254
+254
+0.3% +$6.28K 0.77% 32
2021
Q4 		$2.15M Buy
85,000
+22,350
+36% +$566K 0.78% 32
2021
Q3 		$1.6M Buy
+62,650
New +$1.6M 0.63% 35

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

Van Strum & Towne's SCHJ Position: Q1 2026 in Review

Van Strum & Towne increased its Schwab 1-5 Year Corporate Bond ETF (SCHJ) stake by 19% in Q1 2026, buying an estimated $862K and bringing the position to 212,550 shares worth $5.26M. The position accounts for 1.53% of the portfolio, ranked #24.

Van Strum & Towne first reported a position in SCHJ in Q3 2021 and has held it in 19 quarters since. 125 funds tracked by Wall St. Rank hold SCHJ as of Q1 2026.

  • Van Strum & Towne held 212,550 shares of Schwab 1-5 Year Corporate Bond ETF worth $5.26M as of Q1 2026.
  • Van Strum & Towne bought 34,649 Schwab 1-5 Year Corporate Bond ETF shares in Q1 2026, an estimated $862K.
  • Schwab 1-5 Year Corporate Bond ETF made up 1.53% of Van Strum & Towne's portfolio in Q1 2026, its #24 holding.
  • Van Strum & Towne first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q3 2021 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 Van Strum & Towne's 13F filing for Q1 2026, filed 7 May 2026.