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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
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

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

VSM Wealth Advisory's SCHJ Position: Q1 2026 in Review

VSM Wealth Advisory reduced its Schwab 1-5 Year Corporate Bond ETF (SCHJ) stake by 35% in Q1 2026, selling an estimated $26.6K and leaving 1,964 shares worth $48.6K. The position accounts for 0.01% of the portfolio, ranked #213.

VSM Wealth Advisory first reported a position in SCHJ in Q4 2024 and has held it in 6 quarters since. The position peaked at $124K in Q2 2025. 125 funds tracked by Wall St. Rank hold SCHJ as of Q1 2026.

  • VSM Wealth Advisory held 1,964 shares of Schwab 1-5 Year Corporate Bond ETF worth $48.6K as of Q1 2026.
  • VSM Wealth Advisory sold 1,069 Schwab 1-5 Year Corporate Bond ETF shares in Q1 2026, an estimated $26.6K.
  • Schwab 1-5 Year Corporate Bond ETF made up 0.01% of VSM Wealth Advisory's portfolio in Q1 2026, its #213 holding.
  • VSM Wealth Advisory first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • VSM Wealth Advisory's Schwab 1-5 Year Corporate Bond ETF position peaked at $124K in Q2 2025.
  • 125 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q1 2026.

Based on VSM Wealth Advisory's 13F filing for Q1 2026, filed 6 May 2026.