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WorthPointe’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

WorthPointe’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
Q1 		– Sell
-8,532
Closed -$212K – 134
2025
Q4 		$212K Buy
+8,532
New +$213K 0.06% 132

Other funds holding SCHJ

HIC
Hamrick Investment Counsel Seattle, Washington $180M AUM
HIC
Hartline Investment Corp Winnetka, Illinois $909M AUM 45.7% 1-Year Est. Return
WWWM
White Wing Wealth Management The Wodlands, Texas $192M AUM 23.21% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $936M AUM 12.9% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SWA
Sightline Wealth Advisors Groton, Connecticut $236M AUM 12.89% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $301M AUM 15.49% 1-Year Est. Return
SW
SlateStone Wealth Jupiter, Florida $1.21B AUM 21.86% 1-Year Est. Return
MWM
Meridian Wealth Management Lexington, Kentucky $2.85B AUM 31.23% 1-Year Est. Return

WorthPointe's SCHJ Position: Q1 2026 in Review

WorthPointe sold out of Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q1 2026, closing a stake of 8,532 shares — an estimated $212K sold.

WorthPointe first reported a position in SCHJ in Q4 2025 and held it in 1 quarter. The position peaked at $212K in Q4 2025. 125 funds tracked by Wall St. Rank hold SCHJ as of Q1 2026.

  • WorthPointe reported no remaining Schwab 1-5 Year Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • WorthPointe sold 8,532 Schwab 1-5 Year Corporate Bond ETF shares in Q1 2026, an estimated $212K.
  • WorthPointe first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q4 2025 and held it in 1 quarter.
  • WorthPointe's Schwab 1-5 Year Corporate Bond ETF position peaked at $212K in Q4 2025.
  • 125 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q1 2026.

Based on WorthPointe's 13F filing for Q1 2026, filed 12 May 2026.