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Atwood & Palmer’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Atwood & Palmer’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
2026
Q3 		– Sell
-43
Closed -$995 – 514
2026
Q2 		$995 Buy
+43
New +$995 ﹤0.01% 454

Other funds holding SCHZ

PWMG
Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return
ZRP
Zynergy Retirement Planning Red Bank, New Jersey $187M AUM 7.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
CFG
Cassilly Financial Group Severna Park, Maryland $149M AUM 10.73% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
FD
Financial Designs Claremont, California $194M AUM 10.52% 1-Year Est. Return
DCM
Dorato Capital Management Denver, Colorado $150M AUM 18.53% 1-Year Est. Return

Atwood & Palmer's SCHZ Position: Q3 2026 in Review

Atwood & Palmer sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q3 2026, closing a stake of 43 shares — an estimated $995 sold.

Atwood & Palmer first reported a position in SCHZ in Q2 2026 and held it in 1 quarter. The position peaked at $995 in Q2 2026. 47 funds tracked by Wall St. Rank hold SCHZ as of Q3 2026.

  • Atwood & Palmer reported no remaining Schwab US Aggregate Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Atwood & Palmer sold 43 Schwab US Aggregate Bond ETF shares in Q3 2026, an estimated $995.
  • Atwood & Palmer first reported a position in Schwab US Aggregate Bond ETF in Q2 2026 and held it in 1 quarter.
  • Atwood & Palmer's Schwab US Aggregate Bond ETF position peaked at $995 in Q2 2026.
  • 47 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2026.

Based on Atwood & Palmer's 13F filing for Q3 2026, filed 8 Oct 2026.