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
Q2 		– Sell
-24,279
Closed -$600K – 1485
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 Hold
9,288
– – 0.04% 385
2024
Q3 		$230K Hold
9,288
– – 0.04% 380
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

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

Golden State Equity Partners's SCHJ Position: Q2 2026 in Review

Golden State Equity Partners sold out of Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q2 2026, closing a stake of 24,279 shares — an estimated $600K sold.

Golden State Equity Partners first reported a position in SCHJ in Q4 2023 and held it in 9 quarters. The position peaked at $600K in Q1 2026. 152 funds tracked by Wall St. Rank hold SCHJ as of Q2 2026.

  • Golden State Equity Partners reported no remaining Schwab 1-5 Year Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 24,279 Schwab 1-5 Year Corporate Bond ETF shares in Q2 2026, an estimated $600K.
  • Golden State Equity Partners first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q4 2023 and held it in 9 quarters.
  • Golden State Equity Partners's Schwab 1-5 Year Corporate Bond ETF position peaked at $600K in Q1 2026.
  • 152 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.