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

Waverly 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
2026
Q2 		$5.06M Buy
205,206
+16,768
+9% +$414K 0.03% 456
2026
Q1 		$4.66M Buy
+188,438
New +$4.69M 0.03% 425

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

Waverly Advisors's SCHJ Position: Q2 2026 in Review

Waverly Advisors increased its Schwab 1-5 Year Corporate Bond ETF (SCHJ) stake by 8.9% in Q2 2026, buying an estimated $414K and bringing the position to 205,206 shares worth $5.06M. The position accounts for 0.03% of the portfolio, ranked #456.

Waverly Advisors first reported a position in SCHJ in Q1 2026 and has held it in 2 quarters since. 153 funds tracked by Wall St. Rank hold SCHJ as of Q2 2026.

  • Waverly Advisors held 205,206 shares of Schwab 1-5 Year Corporate Bond ETF worth $5.06M as of Q2 2026.
  • Waverly Advisors bought 16,768 Schwab 1-5 Year Corporate Bond ETF shares in Q2 2026, an estimated $414K.
  • Schwab 1-5 Year Corporate Bond ETF made up 0.03% of Waverly Advisors's portfolio in Q2 2026, its #456 holding.
  • Waverly Advisors first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 153 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.