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XY Planning Network’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

XY Planning Network’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
2025
Q4 		– Sell
-8,901
Closed -$221K – 253
2025
Q3 		$221K Hold
8,901
– – 0.08% 163
2025
Q2 		$221K Buy
+8,901
New +$219K 0.08% 163

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SW
SlateStone Wealth Jupiter, Florida $1.31B AUM 26.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $374M AUM 21.53% 1-Year Est. Return
MWM
Meridian Wealth Management Lexington, Kentucky $2.85B AUM 31.23% 1-Year Est. Return

XY Planning Network's SCHJ Position: Q4 2025 in Review

XY Planning Network sold out of Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q4 2025, closing a stake of 8,901 shares — an estimated $221K sold.

XY Planning Network first reported a position in SCHJ in Q2 2025 and held it in 2 quarters. The position peaked at $221K in Q3 2025. 127 funds tracked by Wall St. Rank hold SCHJ as of Q4 2025.

  • XY Planning Network reported no remaining Schwab 1-5 Year Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • XY Planning Network sold 8,901 Schwab 1-5 Year Corporate Bond ETF shares in Q4 2025, an estimated $221K.
  • XY Planning Network first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q2 2025 and held it in 2 quarters.
  • XY Planning Network's Schwab 1-5 Year Corporate Bond ETF position peaked at $221K in Q3 2025.
  • 127 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q4 2025.

Based on XY Planning Network's 13F filing for Q4 2025, filed 26 Jan 2026.