White Wing Wealth Management’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

White Wing Wealth Management’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	$10.3M	Sell	417,474 -49,344	-11%	-$1.22M	5.37%	7
2026 Q1	$11.5M	Buy	466,818 +40,072	+9%	+$997K	6.93%	6
2025 Q4	$10.6M	Buy	426,746 +81,743	+24%	+$2.04M	6.34%	6
2025 Q3	$8.59M	Buy	345,003 +20,970	+6%	+$521K	5.34%	7
2025 Q2	$8.04M	Buy	324,033 +8,070	+3%	+$198K	5.45%	7
2025 Q1	$7.75M	Buy	315,963 +11,836	+4%	+$290K	6.04%	7
2024 Q4	$7.41M	Buy	304,127 +21,823	+8%	+$535K	5.51%	7
2024 Q3	$7M	Buy	282,304 +9,888	+4%	+$243K	5.39%	7
2024 Q2	$6.58M	Buy	272,416 +102,314	+60%	+$2.46M	5.26%	6
2024 Q1	$4.09M	Buy	+170,102	New	+$4.1M	3.39%	7

Other funds holding SCHJ

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

YAIA

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

WCFP

White & Co Financial Planning Sunnyside, Washington $161M AUM 18.51% 1-Year Est. Return

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 Wing Wealth Management's SCHJ Position: Q2 2026 in Review

White Wing Wealth Management reduced its Schwab 1-5 Year Corporate Bond ETF (SCHJ) stake by 11% in Q2 2026, selling an estimated $1.22M and leaving 417,474 shares worth $10.3M. The position accounts for 5.37% of the portfolio, ranked #7.

White Wing Wealth Management first reported a position in SCHJ in Q1 2024 and has held it in 10 quarters since. The position peaked at $11.5M in Q1 2026. 24 funds tracked by Wall St. Rank hold SCHJ as of Q2 2026.

White Wing Wealth Management held 417,474 shares of Schwab 1-5 Year Corporate Bond ETF worth $10.3M as of Q2 2026.
White Wing Wealth Management sold 49,344 Schwab 1-5 Year Corporate Bond ETF shares in Q2 2026, an estimated $1.22M.
Schwab 1-5 Year Corporate Bond ETF made up 5.37% of White Wing Wealth Management's portfolio in Q2 2026, its #7 holding.
White Wing Wealth Management first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q1 2024 and has held it in 10 quarters since.
White Wing Wealth Management's Schwab 1-5 Year Corporate Bond ETF position peaked at $11.5M in Q1 2026.
24 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q2 2026.

Based on White Wing Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.