Worth Asset Management’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Worth Asset 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	$207K	Buy	+8,395	New	+$207K	0.07%	200
2025 Q3	–	Sell	-9,873	Closed	-$245K	–	194
2025 Q2	$245K	Sell	9,873 -1,145	-10%	-$28.2K	0.12%	126
2025 Q1	$271K	Hold	11,018	–	–	0.15%	110
2024 Q4	$269K	Hold	11,018	–	–	0.14%	111
2024 Q3	$273K	Hold	11,018	–	–	0.15%	100
2024 Q2	$266K	Sell	11,018 -178	-2%	-$4.28K	0.16%	100
2024 Q1	$271K	Sell	11,196 -7,198	-39%	-$174K	0.17%	93
2023 Q4	$445K	Buy	18,394 +1,990	+12%	+$47.1K	0.32%	62
2023 Q3	$385K	Sell	16,404 -620	-4%	-$14.6K	0.31%	65
2023 Q2	$402K	Buy	17,024 +3,112	+22%	+$73.8K	0.31%	54
2023 Q1	$331K	Sell	13,912 -954	-6%	-$22.6K	0.25%	53
2022 Q4	$349K	Buy	+14,866	New	+$346K	0.24%	49

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

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

Worth Asset Management's SCHJ Position: Q2 2026 in Review

Worth Asset Management opened a new position in Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q2 2026: 8,395 shares worth $207K. The stake represents 0.07% of the portfolio and ranks #200 among its holdings. This is a return to the name: Worth Asset Management previously reported a position in SCHJ as recently as Q2 2025.

Worth Asset Management first reported a position in SCHJ in Q4 2022 and has held it in 12 quarters since. The position peaked at $445K in Q4 2023. 24 funds tracked by Wall St. Rank hold SCHJ as of Q2 2026.

Worth Asset Management held 8,395 shares of Schwab 1-5 Year Corporate Bond ETF worth $207K as of Q2 2026.
Schwab 1-5 Year Corporate Bond ETF was a new Worth Asset Management position in Q2 2026.
Schwab 1-5 Year Corporate Bond ETF made up 0.07% of Worth Asset Management's portfolio in Q2 2026, its #200 holding.
Worth Asset Management first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q4 2022 and has held it in 12 quarters since.
Worth Asset Management's Schwab 1-5 Year Corporate Bond ETF position peaked at $445K in Q4 2023.
24 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q2 2026.

Based on Worth Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.