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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
2026
Q2 		$10.3K Buy
+417
New +$10.3K ﹤0.01% 3379
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Global Retirement Partners's SCHJ Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q2 2026: 417 shares worth $10.3K. The stake represents ﹤0.01% of the portfolio and ranks #3379 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in SCHJ as recently as Q4 2025.

Global Retirement Partners first reported a position in SCHJ in Q3 2022 and has held it in 5 quarters since. 154 funds tracked by Wall St. Rank hold SCHJ as of Q2 2026.

  • Global Retirement Partners held 417 shares of Schwab 1-5 Year Corporate Bond ETF worth $10.3K as of Q2 2026.
  • Schwab 1-5 Year Corporate Bond ETF was a new Global Retirement Partners position in Q2 2026.
  • Schwab 1-5 Year Corporate Bond ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3379 holding.
  • Global Retirement Partners first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q3 2022 and has held it in 5 quarters since.
  • 154 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.