GSEP
SCHJ icon

Golden State Equity Partners’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Golden State Equity 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
Q1 		$600K Buy
24,279
+12,791
+111% +$318K 0.05% 403
2025
Q4 		$286K Hold
11,488
– – 0.05% 405
2025
Q3 		$287K Buy
11,488
+500
+5% +$12.4K 0.05% 358
2025
Q2 		$273K Buy
10,988
+300
+3% +$7.38K 0.05% 354
2025
Q1 		$263K Buy
10,688
+1,400
+15% +$34.3K 0.05% 361
2024
Q4 		$226K Buy
+9,288
New +$228K 0.04% 385
2024
Q3 		– Sell
-9,288
Closed -$224K – 885
2024
Q2 		$224K Buy
+9,288
New +$223K 0.05% 370
2023
Q4 		$226K Buy
+9,340
New +$221K 0.05% 325

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
WWWM
White Wing Wealth Management The Wodlands, Texas $192M AUM 23.21% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $936M AUM 12.9% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SWA
Sightline Wealth Advisors Groton, Connecticut $236M AUM 12.89% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $301M AUM 15.49% 1-Year Est. Return
SW
SlateStone Wealth Jupiter, Florida $1.21B AUM 21.86% 1-Year Est. Return
MWM
Meridian Wealth Management Lexington, Kentucky $2.85B AUM 31.23% 1-Year Est. Return

Golden State Equity Partners's SCHJ Position: Q1 2026 in Review

Golden State Equity Partners increased its Schwab 1-5 Year Corporate Bond ETF (SCHJ) stake by 111% in Q1 2026, buying an estimated $318K and bringing the position to 24,279 shares worth $600K. The position accounts for 0.05% of the portfolio, ranked #403.

Golden State Equity Partners first reported a position in SCHJ in Q4 2023 and has held it in 8 quarters since. 125 funds tracked by Wall St. Rank hold SCHJ as of Q1 2026.

  • Golden State Equity Partners held 24,279 shares of Schwab 1-5 Year Corporate Bond ETF worth $600K as of Q1 2026.
  • Golden State Equity Partners bought 12,791 Schwab 1-5 Year Corporate Bond ETF shares in Q1 2026, an estimated $318K.
  • Schwab 1-5 Year Corporate Bond ETF made up 0.05% of Golden State Equity Partners's portfolio in Q1 2026, its #403 holding.
  • Golden State Equity Partners first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q4 2023 and has held it in 8 quarters since.
  • 125 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.