Wealth Enhancement Advisory Services
SCHJ icon

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

Wealth Enhancement Advisory Services’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 		$3.8M Sell
154,856
-5,966
-4% -$147K 0.01% 1176
2026
Q1 		$3.97M Sell
160,822
-170,524
-51% -$4.24M 0.01% 1018
2025
Q4 		$8.26M Buy
331,346
+16,217
+5% +$404K 0.01% 775
2025
Q3 		$7.85M Buy
315,129
+15,929
+5% +$396K 0.01% 745
2025
Q2 		$7.39M Buy
299,200
+2,563
+0.9% +$63K 0.01% 735
2025
Q1 		$7.31M Buy
296,637
+5,011
+2% +$123K 0.01% 696
2024
Q4 		$7.11M Buy
291,626
+274,454
+1,598% +$6.72M 0.01% 676
2024
Q3 		$426K Buy
17,172
+1,830
+12% +$44.9K ﹤0.01% 1929
2024
Q2 		$370K Buy
15,342
+4,474
+41% +$108K ﹤0.01% 1834
2024
Q1 		$263K Sell
10,868
-380
-3% -$9.17K ﹤0.01% 2002
2023
Q4 		$272K Sell
11,248
-8,878
-44% -$210K ﹤0.01% 1886
2023
Q3 		$473K Buy
+20,126
New +$475K ﹤0.01% 1457

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

Wealth Enhancement Advisory Services's SCHJ Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Schwab 1-5 Year Corporate Bond ETF (SCHJ) stake by 3.7% in Q2 2026, selling an estimated $147K and leaving 154,856 shares worth $3.8M. The position accounts for 0.01% of the portfolio, ranked #1176.

Wealth Enhancement Advisory Services first reported a position in SCHJ in Q3 2023 and has held it in 12 quarters since. The position peaked at $8.26M in Q4 2025. 153 funds tracked by Wall St. Rank hold SCHJ as of Q2 2026.

  • Wealth Enhancement Advisory Services held 154,856 shares of Schwab 1-5 Year Corporate Bond ETF worth $3.8M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 5,966 Schwab 1-5 Year Corporate Bond ETF shares in Q2 2026, an estimated $147K.
  • Schwab 1-5 Year Corporate Bond ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1176 holding.
  • Wealth Enhancement Advisory Services first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Schwab 1-5 Year Corporate Bond ETF position peaked at $8.26M in Q4 2025.
  • 153 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.