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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
Q2 		$219K Hold
9,655
– – ﹤0.01% 649
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
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RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
PC
Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Peapack-Gladstone Financial Corp's SCHI Position: Q2 2026 in Review

Peapack-Gladstone Financial Corp held its Schwab 5-10 Year Corporate Bond ETF (SCHI) position steady in Q2 2026 at 9,655 shares worth $219K. The position accounts for ﹤0.01% of the portfolio, ranked #649.

Peapack-Gladstone Financial Corp first reported a position in SCHI in Q2 2025 and has held it in 5 quarters since. The position peaked at $249K in Q3 2025. 267 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

  • Peapack-Gladstone Financial Corp held 9,655 shares of Schwab 5-10 Year Corporate Bond ETF worth $219K as of Q2 2026.
  • Peapack-Gladstone Financial Corp left its Schwab 5-10 Year Corporate Bond ETF share count unchanged in Q2 2026.
  • Schwab 5-10 Year Corporate Bond ETF made up ﹤0.01% of Peapack-Gladstone Financial Corp's portfolio in Q2 2026, its #649 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 5 quarters since.
  • Peapack-Gladstone Financial Corp's Schwab 5-10 Year Corporate Bond ETF position peaked at $249K in Q3 2025.
  • 267 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on Peapack-Gladstone Financial Corp's 13F filing for Q2 2026, filed 14 Aug 2026.