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Global Retirement Partners’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Global Retirement Partners’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 		$10.2K Buy
409
+6
+1% +$149 ﹤0.01% 3147
2025
Q3 		$10.1K Buy
+403
New +$10K ﹤0.01% 2694
2023
Q1 		– Sell
-116
Closed -$2.72K – 3324
2022
Q4 		$2.72K Sell
116
-270
-70% -$6.29K ﹤0.01% 2250
2022
Q3 		$9K Buy
+386
New +$9.16K ﹤0.01% 1739

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

Global Retirement Partners's SCHJ Position: Q4 2025 in Review

Global Retirement Partners increased its Schwab 1-5 Year Corporate Bond ETF (SCHJ) stake by 1.5% in Q4 2025, buying an estimated $149 and bringing the position to 409 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3147.

Global Retirement Partners first reported a position in SCHJ in Q3 2022 and has held it in 4 quarters since. 127 funds tracked by Wall St. Rank hold SCHJ as of Q4 2025.

  • Global Retirement Partners held 409 shares of Schwab 1-5 Year Corporate Bond ETF worth $10.2K as of Q4 2025.
  • Global Retirement Partners bought 6 Schwab 1-5 Year Corporate Bond ETF shares in Q4 2025, an estimated $149.
  • Schwab 1-5 Year Corporate Bond ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3147 holding.
  • Global Retirement Partners first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q3 2022 and has held it in 4 quarters since.
  • 127 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.