WI
SCHJ icon

WBI Investments’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

WBI Investments’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 		– Sell
-8,368
Closed -$208K – 390
2025
Q4 		$208K Sell
8,368
-67
-0.8% -$1.67K 0.05% 306
2025
Q3 		$210K Sell
8,435
-70
-0.8% -$1.74K 0.05% 291
2025
Q2 		$211K Sell
8,505
-1,977
-19% -$48.6K 0.05% 258
2025
Q1 		$258K Buy
+10,482
New +$257K 0.07% 201
2022
Q2 		– Sell
-22,382
Closed -$533K – 183
2022
Q1 		$533K Buy
22,382
+5,740
+34% +$142K 0.09% 140
2021
Q4 		$414K Buy
16,642
+200
+1% +$5.07K 0.07% 145
2021
Q3 		$414K Buy
16,442
+1,602
+11% +$41K 0.07% 141
2021
Q2 		$380K Buy
+14,840
New +$380K 0.06% 138

Other funds holding SCHJ

HIC
Hamrick Investment Counsel Seattle, Washington $180M AUM
HIC
Hartline Investment Corp Winnetka, Illinois $1.15B AUM 65.07% 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 $1.03B AUM 17.77% 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 $273M AUM 18.08% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $374M AUM 21.53% 1-Year Est. Return
SW
SlateStone Wealth Jupiter, Florida $1.31B AUM 26.51% 1-Year Est. Return
MWM
Meridian Wealth Management Lexington, Kentucky $2.85B AUM 31.23% 1-Year Est. Return

WBI Investments's SCHJ Position: Q1 2026 in Review

WBI Investments sold out of Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q1 2026, closing a stake of 8,368 shares — an estimated $208K sold.

WBI Investments first reported a position in SCHJ in Q2 2021 and held it in 8 quarters. The position peaked at $533K in Q1 2022. 125 funds tracked by Wall St. Rank hold SCHJ as of Q1 2026.

  • WBI Investments reported no remaining Schwab 1-5 Year Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • WBI Investments sold 8,368 Schwab 1-5 Year Corporate Bond ETF shares in Q1 2026, an estimated $208K.
  • WBI Investments first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q2 2021 and held it in 8 quarters.
  • WBI Investments's Schwab 1-5 Year Corporate Bond ETF position peaked at $533K in Q1 2022.
  • 125 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q1 2026.

Based on WBI Investments's 13F filing for Q1 2026, filed 11 May 2026.