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Visionary Wealth Advisors’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Visionary Wealth 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
2025
Q2 		– Sell
-116,218
Closed -$2.86M – 594
2025
Q1 		$2.86M Sell
116,218
-61,143
-34% -$1.5M 0.17% 139
2024
Q4 		$4.32M Buy
177,361
+145,833
+463% +$3.57M 0.25% 102
2024
Q3 		$782K Buy
+31,528
New +$773K 0.05% 285

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
WWWM
White Wing Wealth Management The Wodlands, Texas $192M AUM 23.21% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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
SW
SlateStone Wealth Jupiter, Florida $1.21B AUM 21.86% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return

Visionary Wealth Advisors's SCHJ Position: Q2 2025 in Review

Visionary Wealth Advisors sold out of Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q2 2025, closing a stake of 116,218 shares — an estimated $2.86M sold.

Visionary Wealth Advisors first reported a position in SCHJ in Q3 2024 and held it in 3 quarters. The position peaked at $4.32M in Q4 2024. 121 funds tracked by Wall St. Rank hold SCHJ as of Q2 2025.

  • Visionary Wealth Advisors reported no remaining Schwab 1-5 Year Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Visionary Wealth Advisors sold 116,218 Schwab 1-5 Year Corporate Bond ETF shares in Q2 2025, an estimated $2.86M.
  • Visionary Wealth Advisors first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q3 2024 and held it in 3 quarters.
  • Visionary Wealth Advisors's Schwab 1-5 Year Corporate Bond ETF position peaked at $4.32M in Q4 2024.
  • 121 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q2 2025.

Based on Visionary Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.