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Wedmont Private Capital’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Wedmont Private Capital’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 		– Sell
-23,674
Closed -$585K – 976
2026
Q1 		$585K Buy
23,674
+269
+1% +$6.69K 0.02% 445
2025
Q4 		$583K Buy
23,405
+253
+1% +$6.3K 0.02% 416
2025
Q3 		$576K Buy
23,152
+255
+1% +$6.33K 0.02% 421
2025
Q2 		$566K Buy
22,897
+256
+1% +$6.29K 0.02% 395
2025
Q1 		$551K Buy
22,641
+252
+1% +$6.17K 0.03% 359
2024
Q4 		$544K Sell
22,389
-5,059
-18% -$124K 0.03% 355
2024
Q3 		$675K Buy
27,448
+226
+0.8% +$5.54K 0.04% 291
2024
Q2 		$662K Buy
27,222
+218
+0.8% +$5.24K 0.04% 275
2024
Q1 		$649K Buy
27,004
+222
+0.8% +$5.36K 0.05% 272
2023
Q4 		$646K Buy
+26,782
New +$634K 0.05% 249

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

Wedmont Private Capital's SCHJ Position: Q2 2026 in Review

Wedmont Private Capital sold out of Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q2 2026, closing a stake of 23,674 shares — an estimated $585K sold.

Wedmont Private Capital first reported a position in SCHJ in Q4 2023 and held it in 10 quarters. The position peaked at $675K in Q3 2024. 153 funds tracked by Wall St. Rank hold SCHJ as of Q2 2026.

  • Wedmont Private Capital reported no remaining Schwab 1-5 Year Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Wedmont Private Capital sold 23,674 Schwab 1-5 Year Corporate Bond ETF shares in Q2 2026, an estimated $585K.
  • Wedmont Private Capital first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q4 2023 and held it in 10 quarters.
  • Wedmont Private Capital's Schwab 1-5 Year Corporate Bond ETF position peaked at $675K in Q3 2024.
  • 153 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.