AllSquare Wealth Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

AllSquare Wealth Management’s Portfolio SCHZ Stock Details SCHZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.39K	Hold	102	–	–	﹤0.01%	460
2025 Q2	$2.37K	Buy	+102	New	+$2.34K	﹤0.01%	463
2025 Q1	–	Sell	-10	Closed	-$227	–	550
2024 Q4	$227	Hold	10	–	–	﹤0.01%	517
2024 Q3	$238	Hold	10	–	–	﹤0.01%	519
2024 Q2	$228	Hold	10	–	–	﹤0.01%	513
2024 Q1	$230	Hold	10	–	–	﹤0.01%	511
2023 Q4	$233	Hold	10	–	–	﹤0.01%	509
2023 Q3	$221	Hold	10	–	–	﹤0.01%	516
2023 Q2	$231	Hold	10	–	–	﹤0.01%	533
2023 Q1	$235	Buy	+10	New	+$233	﹤0.01%	527

Other funds holding SCHZ

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

RIM

Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

TWP

Total Wealth Planning Cincinnati, Ohio $46.7M AUM 13.43% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AllSquare Wealth Management's SCHZ Position: Q3 2025 in Review

AllSquare Wealth Management held its Schwab US Aggregate Bond ETF (SCHZ) position steady in Q3 2025 at 102 shares worth $2.39K. The position accounts for ﹤0.01% of the portfolio, ranked #460.

AllSquare Wealth Management first reported a position in SCHZ in Q1 2023 and has held it in 10 quarters since. 626 funds tracked by Wall St. Rank hold SCHZ as of Q3 2025.

AllSquare Wealth Management held 102 shares of Schwab US Aggregate Bond ETF worth $2.39K as of Q3 2025.
AllSquare Wealth Management left its Schwab US Aggregate Bond ETF share count unchanged in Q3 2025.
Schwab US Aggregate Bond ETF made up ﹤0.01% of AllSquare Wealth Management's portfolio in Q3 2025, its #460 holding.
AllSquare Wealth Management first reported a position in Schwab US Aggregate Bond ETF in Q1 2023 and has held it in 10 quarters since.
626 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.