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

AssetMark Inc’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	$1.53K	Sell	62 -14	-18%	-$345	﹤0.01%	3050
2026 Q1	$1.88K	Buy	76 +32	+73%	+$796	﹤0.01%	2875
2025 Q4	$1.1K	Hold	44	–	–	﹤0.01%	2911
2025 Q3	$1.1K	Hold	44	–	–	﹤0.01%	2762
2025 Q2	$1.09K	Buy	44 +22	+100%	+$541	﹤0.01%	2586
2025 Q1	$542	Hold	22	–	–	﹤0.01%	2402
2024 Q4	$536	Hold	22	–	–	﹤0.01%	2362
2024 Q3	$546	Buy	+22	New	+$540	﹤0.01%	2075
2021 Q2	–	Sell	-50	Closed	-$1K	–	1518
2021 Q1	$1K	Buy	+50	New	+$1.28K	﹤0.01%	1290

Other funds holding SCHJ

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HIC

Hartline Investment Corp Winnetka, Illinois $1.15B AUM 65.07% 1-Year Est. Return

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

CIA

Cape Investment Advisory Mcdonough, Georgia $374M AUM 21.53% 1-Year Est. Return

SlateStone Wealth Jupiter, Florida $1.31B AUM 26.51% 1-Year Est. Return

MWM

Meridian Wealth Management Lexington, Kentucky $3.25B AUM 41% 1-Year Est. Return

FF Advisors Manhattan Beach, California $267M AUM 22.35% 1-Year Est. Return

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $872M AUM 23.02% 1-Year Est. Return

AssetMark Inc's SCHJ Position: Q2 2026 in Review

AssetMark Inc reduced its Schwab 1-5 Year Corporate Bond ETF (SCHJ) stake by 18% in Q2 2026, selling an estimated $345 and leaving 62 shares worth $1.53K. The position accounts for ﹤0.01% of the portfolio, ranked #3050.

AssetMark Inc first reported a position in SCHJ in Q1 2021 and has held it in 9 quarters since. The position peaked at $1.88K in Q1 2026. 87 funds tracked by Wall St. Rank hold SCHJ as of Q2 2026.

AssetMark Inc held 62 shares of Schwab 1-5 Year Corporate Bond ETF worth $1.53K as of Q2 2026.
AssetMark Inc sold 14 Schwab 1-5 Year Corporate Bond ETF shares in Q2 2026, an estimated $345.
Schwab 1-5 Year Corporate Bond ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #3050 holding.
AssetMark Inc first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q1 2021 and has held it in 9 quarters since.
AssetMark Inc's Schwab 1-5 Year Corporate Bond ETF position peaked at $1.88K in Q1 2026.
87 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.