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Peapack-Gladstone Financial Corp’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Peapack-Gladstone Financial Corp’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 		$277K Hold
11,220
– – ﹤0.01% 593
2025
Q4 		$279K Hold
11,220
– – ﹤0.01% 592
2025
Q3 		$280K Hold
11,220
– – ﹤0.01% 594
2025
Q2 		$278K Hold
11,220
– – ﹤0.01% 569
2025
Q1 		$276K Hold
11,220
– – ﹤0.01% 572
2024
Q4 		$273K Hold
11,220
– – ﹤0.01% 588
2024
Q3 		$278K Buy
+11,220
New +$275K ﹤0.01% 591

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HIC
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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

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

Peapack-Gladstone Financial Corp held its Schwab 1-5 Year Corporate Bond ETF (SCHJ) position steady in Q1 2026 at 11,220 shares worth $277K. The position accounts for ﹤0.01% of the portfolio, ranked #593.

Peapack-Gladstone Financial Corp first reported a position in SCHJ in Q3 2024 and has held it in 7 quarters since. The position peaked at $280K in Q3 2025. 125 funds tracked by Wall St. Rank hold SCHJ as of Q1 2026.

  • Peapack-Gladstone Financial Corp held 11,220 shares of Schwab 1-5 Year Corporate Bond ETF worth $277K as of Q1 2026.
  • Peapack-Gladstone Financial Corp left its Schwab 1-5 Year Corporate Bond ETF share count unchanged in Q1 2026.
  • Schwab 1-5 Year Corporate Bond ETF made up ﹤0.01% of Peapack-Gladstone Financial Corp's portfolio in Q1 2026, its #593 holding.
  • Peapack-Gladstone Financial Corp first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q3 2024 and has held it in 7 quarters since.
  • Peapack-Gladstone Financial Corp's Schwab 1-5 Year Corporate Bond ETF position peaked at $280K in Q3 2025.
  • 125 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q1 2026.

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