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Global Trust Asset Management’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Global Trust Asset Management’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 		$210K Buy
8,500
+1,500
+21% +$37K 0.07% 139
2026
Q1 		$173K Sell
7,000
-1,000
-13% -$24.9K 0.07% 142
2025
Q4 		$199K Buy
8,000
+2,000
+33% +$49.8K 0.08% 137
2025
Q3 		$150K Hold
6,000
– – 0.07% 197
2025
Q2 		$149K Sell
6,000
-2,680
-31% -$65.9K 0.08% 178
2025
Q1 		$214K Buy
+8,680
New +$213K 0.13% 139

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

Global Trust Asset Management's SCHJ Position: Q2 2026 in Review

Global Trust Asset Management increased its Schwab 1-5 Year Corporate Bond ETF (SCHJ) stake by 21% in Q2 2026, buying an estimated $37K and bringing the position to 8,500 shares worth $210K. The position accounts for 0.07% of the portfolio, ranked #139.

Global Trust Asset Management first reported a position in SCHJ in Q1 2025 and has held it in 6 quarters since. The position peaked at $214K in Q1 2025. 153 funds tracked by Wall St. Rank hold SCHJ as of Q2 2026.

  • Global Trust Asset Management held 8,500 shares of Schwab 1-5 Year Corporate Bond ETF worth $210K as of Q2 2026.
  • Global Trust Asset Management bought 1,500 Schwab 1-5 Year Corporate Bond ETF shares in Q2 2026, an estimated $37K.
  • Schwab 1-5 Year Corporate Bond ETF made up 0.07% of Global Trust Asset Management's portfolio in Q2 2026, its #139 holding.
  • Global Trust Asset Management first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • Global Trust Asset Management's Schwab 1-5 Year Corporate Bond ETF position peaked at $214K in Q1 2025.
  • 153 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q2 2026.

Based on Global Trust Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.