WSFS
SCHJ icon

Wilmington Savings Fund Society’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Wilmington Savings Fund Society’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 		$166K Hold
6,750
– – ﹤0.01% 631
2026
Q1 		$167K Hold
6,750
– – ﹤0.01% 626
2025
Q4 		$168K Buy
6,750
+1,350
+25% +$33.6K ﹤0.01% 629
2025
Q3 		$135K Hold
5,400
– – ﹤0.01% 672
2025
Q2 		$134K Hold
5,400
– – ﹤0.01% 936
2025
Q1 		$133K Hold
5,400
– – ﹤0.01% 918
2024
Q4 		$132K Hold
5,400
– – ﹤0.01% 958
2024
Q3 		$134K Buy
+5,400
New +$132K ﹤0.01% 935

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

Wilmington Savings Fund Society's SCHJ Position: Q2 2026 in Review

Wilmington Savings Fund Society held its Schwab 1-5 Year Corporate Bond ETF (SCHJ) position steady in Q2 2026 at 6,750 shares worth $166K. The position accounts for ﹤0.01% of the portfolio, ranked #631.

Wilmington Savings Fund Society first reported a position in SCHJ in Q3 2024 and has held it in 8 quarters since. The position peaked at $168K in Q4 2025. 153 funds tracked by Wall St. Rank hold SCHJ as of Q2 2026.

  • Wilmington Savings Fund Society held 6,750 shares of Schwab 1-5 Year Corporate Bond ETF worth $166K as of Q2 2026.
  • Wilmington Savings Fund Society left its Schwab 1-5 Year Corporate Bond ETF share count unchanged in Q2 2026.
  • Schwab 1-5 Year Corporate Bond ETF made up ﹤0.01% of Wilmington Savings Fund Society's portfolio in Q2 2026, its #631 holding.
  • Wilmington Savings Fund Society first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • Wilmington Savings Fund Society's Schwab 1-5 Year Corporate Bond ETF position peaked at $168K in Q4 2025.
  • 153 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q2 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2026, filed 28 Jul 2026.