White & Co Financial Planning’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

White & Co Financial Planning’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	$3.48M	Buy	141,293 +20,775	+17%	+$512K	2.16%	15
2026 Q1	$2.98M	Buy	120,518 +12,794	+12%	+$318K	2.1%	15
2025 Q4	$2.68M	Sell	107,724 -287	-0.3%	-$7.15K	2.01%	14
2025 Q3	$2.69M	Buy	108,011 +3,692	+4%	+$91.7K	2.03%	14
2025 Q2	$2.59M	Buy	104,319 +354	+0.3%	+$8.7K	2.07%	14
2025 Q1	$2.56M	Buy	103,965 +2,223	+2%	+$54.4K	2.21%	14
2024 Q4	$2.48M	Buy	+101,742	New	+$2.49M	2.1%	14

Other funds holding SCHJ

WWWM

White Wing Wealth Management The Wodlands, Texas $192M AUM 23.21% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

YAIA

Yanni & Associates Investment Advisors Wexford, Pennsylvania $108M AUM

MWM

MFG Wealth Management Indianapolis, Indiana $140M AUM 44.72% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $537M AUM 18.21% 1-Year Est. Return

FFG

First Financial Group Raleigh, North Carolina $138M AUM 15.95% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

LAIC

Lederer & Associates Investment Counsel Long Beach, California $152M AUM 19.48% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

White & Co Financial Planning's SCHJ Position: Q2 2026 in Review

White & Co Financial Planning increased its Schwab 1-5 Year Corporate Bond ETF (SCHJ) stake by 17% in Q2 2026, buying an estimated $512K and bringing the position to 141,293 shares worth $3.48M. The position accounts for 2.16% of the portfolio, ranked #15.

White & Co Financial Planning first reported a position in SCHJ in Q4 2024 and has held it in 7 quarters since. 24 funds tracked by Wall St. Rank hold SCHJ as of Q2 2026.

White & Co Financial Planning held 141,293 shares of Schwab 1-5 Year Corporate Bond ETF worth $3.48M as of Q2 2026.
White & Co Financial Planning bought 20,775 Schwab 1-5 Year Corporate Bond ETF shares in Q2 2026, an estimated $512K.
Schwab 1-5 Year Corporate Bond ETF made up 2.16% of White & Co Financial Planning's portfolio in Q2 2026, its #15 holding.
White & Co Financial Planning first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
24 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q2 2026.

Based on White & Co Financial Planning's 13F filing for Q2 2026, filed 16 Jul 2026.