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Peapack-Gladstone Financial Corp’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Peapack-Gladstone Financial Corp’s Portfolio SCHI Stock Details SCHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$219K Sell
9,655
-1,150
-11% -$26.4K ﹤0.01% 626
2025
Q4 		$248K Hold
10,805
– – ﹤0.01% 608
2025
Q3 		$249K Buy
10,805
+1,473
+16% +$33.6K ﹤0.01% 618
2025
Q2 		$212K Buy
+9,332
New +$208K ﹤0.01% 632

Other funds holding SCHI

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
PC
Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return
LAM
L2 Asset Management Wayland, Massachusetts $1.05B AUM 29.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Peapack-Gladstone Financial Corp's SCHI Position: Q1 2026 in Review

Peapack-Gladstone Financial Corp reduced its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 11% in Q1 2026, selling an estimated $26.4K and leaving 9,655 shares worth $219K. The position accounts for ﹤0.01% of the portfolio, ranked #626.

Peapack-Gladstone Financial Corp first reported a position in SCHI in Q2 2025 and has held it in 4 quarters since. The position peaked at $249K in Q3 2025. 257 funds tracked by Wall St. Rank hold SCHI as of Q1 2026.

  • Peapack-Gladstone Financial Corp held 9,655 shares of Schwab 5-10 Year Corporate Bond ETF worth $219K as of Q1 2026.
  • Peapack-Gladstone Financial Corp sold 1,150 Schwab 5-10 Year Corporate Bond ETF shares in Q1 2026, an estimated $26.4K.
  • Schwab 5-10 Year Corporate Bond ETF made up ﹤0.01% of Peapack-Gladstone Financial Corp's portfolio in Q1 2026, its #626 holding.
  • Peapack-Gladstone Financial Corp first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • Peapack-Gladstone Financial Corp's Schwab 5-10 Year Corporate Bond ETF position peaked at $249K in Q3 2025.
  • 257 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q1 2026.

Based on Peapack-Gladstone Financial Corp's 13F filing for Q1 2026, filed 15 May 2026.