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Yanni & Associates Investment Advisors’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Yanni & Associates Investment Advisors’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 		$3.59M Buy
145,694
+2,294
+2% +$56.6K 3.32% 11
2026
Q1 		$3.55M Buy
143,400
+75,413
+111% +$1.88M 3.68% 11
2025
Q4 		$1.69M Buy
+67,987
New +$1.69M 1.69% 14

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

Yanni & Associates Investment Advisors's SCHJ Position: Q2 2026 in Review

Yanni & Associates Investment Advisors increased its Schwab 1-5 Year Corporate Bond ETF (SCHJ) stake by 1.6% in Q2 2026, buying an estimated $56.6K and bringing the position to 145,694 shares worth $3.59M. The position accounts for 3.32% of the portfolio, ranked #11.

Yanni & Associates Investment Advisors first reported a position in SCHJ in Q4 2025 and has held it in 3 quarters since. 153 funds tracked by Wall St. Rank hold SCHJ as of Q2 2026.

  • Yanni & Associates Investment Advisors held 145,694 shares of Schwab 1-5 Year Corporate Bond ETF worth $3.59M as of Q2 2026.
  • Yanni & Associates Investment Advisors bought 2,294 Schwab 1-5 Year Corporate Bond ETF shares in Q2 2026, an estimated $56.6K.
  • Schwab 1-5 Year Corporate Bond ETF made up 3.32% of Yanni & Associates Investment Advisors's portfolio in Q2 2026, its #11 holding.
  • Yanni & Associates Investment Advisors first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 153 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q2 2026.

Based on Yanni & Associates Investment Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.