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VSM Wealth Advisory’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

VSM Wealth Advisory’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 		$48.4K Hold
1,964
– – 0.01% 221
2026
Q1 		$48.6K Sell
1,964
-1,069
-35% -$26.6K 0.01% 213
2025
Q4 		$75.5K Hold
3,033
– – 0.02% 165
2025
Q3 		$75.7K Sell
3,033
-1,960
-39% -$48.7K 0.02% 162
2025
Q2 		$124K Buy
4,993
+12
+0.2% +$295 0.04% 120
2025
Q1 		$123K Buy
4,981
+8
+0.2% +$196 0.04% 116
2024
Q4 		$121K Buy
+4,973
New +$122K 0.04% 119

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

VSM Wealth Advisory's SCHJ Position: Q2 2026 in Review

VSM Wealth Advisory held its Schwab 1-5 Year Corporate Bond ETF (SCHJ) position steady in Q2 2026 at 1,964 shares worth $48.4K. The position accounts for 0.01% of the portfolio, ranked #221.

VSM Wealth Advisory first reported a position in SCHJ in Q4 2024 and has held it in 7 quarters since. The position peaked at $124K in Q2 2025. 152 funds tracked by Wall St. Rank hold SCHJ as of Q2 2026.

  • VSM Wealth Advisory held 1,964 shares of Schwab 1-5 Year Corporate Bond ETF worth $48.4K as of Q2 2026.
  • VSM Wealth Advisory 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 VSM Wealth Advisory's portfolio in Q2 2026, its #221 holding.
  • VSM Wealth Advisory first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • VSM Wealth Advisory's Schwab 1-5 Year Corporate Bond ETF position peaked at $124K in Q2 2025.
  • 152 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.