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Ausdal Financial Partners’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Ausdal Financial Partners’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
Q1 		$1.14M Buy
48,914
+442
+0.9% +$10.3K 0.05% 344
2025
Q4 		$1.13M Sell
48,472
-2,329
-5% -$54.7K 0.05% 329
2025
Q3 		$1.19M Buy
50,801
+6,324
+14% +$147K 0.06% 322
2025
Q2 		$1.03M Buy
44,477
+5,806
+15% +$133K 0.07% 256
2025
Q1 		$896K Buy
38,671
+1,355
+4% +$31K 0.07% 263
2024
Q4 		$847K Buy
37,316
+7,372
+25% +$170K 0.07% 234
2024
Q3 		$711K Buy
29,944
+1,144
+4% +$26.8K 0.07% 244
2024
Q2 		$656K Buy
28,800
+4,912
+21% +$111K 0.07% 242
2024
Q1 		$549K Buy
23,888
+4,164
+21% +$95.7K 0.06% 250
2023
Q4 		$460K Sell
19,724
-832
-4% -$18.6K 0.06% 268
2023
Q3 		$455K Sell
20,556
-3,390
-14% -$76.8K 0.06% 255
2023
Q2 		$553K Sell
23,946
-12,972
-35% -$302K 0.08% 226
2023
Q1 		$866K Buy
36,918
+10,922
+42% +$254K 0.12% 178
2022
Q4 		$593K Sell
25,996
-6,372
-20% -$145K 0.09% 220
2022
Q3 		$733K Sell
32,368
-2,390
-7% -$56.9K 0.12% 194
2022
Q2 		$832K Sell
34,758
-1,050
-3% -$25.4K 0.13% 197
2022
Q1 		$905K Buy
35,808
+22,032
+160% +$572K 0.12% 191
2021
Q4 		$371K Buy
13,776
+96
+0.7% +$2.6K 0.05% 340
2021
Q3 		$371K Buy
13,680
+70
+0.5% +$1.92K 0.06% 326
2021
Q2 		$372K Sell
13,610
-760
-5% -$20.6K 0.06% 312
2021
Q1 		$388K Sell
14,370
-232
-2% -$6.37K 0.07% 295
2020
Q4 		$409K Buy
14,602
+2,018
+16% +$56.4K 0.08% 256
2020
Q3 		$353K Sell
12,584
-126
-1% -$3.55K 0.09% 231
2020
Q2 		$357K Sell
12,710
-338
-3% -$9.4K 0.12% 180
2020
Q1 		$363K Buy
13,048
+86
+0.7% +$2.32K 0.13% 173
2019
Q4 		$352K Buy
12,962
+116
+0.9% +$3.11K 0.1% 224
2019
Q3 		$346K Buy
12,846
+4,276
+50% +$114K 0.12% 208
2019
Q2 		$227K Buy
+8,570
New +$223K 0.09% 252
2018
Q1 		– Sell
-7,694
Closed -$200K – 384
2017
Q4 		$200K Sell
7,694
-6,158
-44% -$161K 0.07% 336
2017
Q3 		$363K Buy
13,852
+80
+0.6% +$2.1K 0.14% 189
2017
Q2 		$360K Buy
13,772
+82
+0.6% +$2.14K 0.15% 185
2017
Q1 		$354K Sell
13,690
-1,916
-12% -$49.5K 0.16% 171
2016
Q4 		$402K Sell
15,606
-3,054
-16% -$79.9K 0.19% 139
2016
Q3 		$501K Buy
18,660
+2,400
+15% +$64.4K 0.25% 112
2016
Q2 		$437K Buy
+16,260
New +$431K 0.22% 118
2016
Q1 		– Sell
-5,222
Closed -$134K – 875
2015
Q4 		$134K Buy
+5,222
New +$135K 0.07% 258

Other funds holding SCHZ

JP Morgan Chase
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
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
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ausdal Financial Partners's SCHZ Position: Q1 2026 in Review

Ausdal Financial Partners increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 0.91% in Q1 2026, buying an estimated $10.3K and bringing the position to 48,914 shares worth $1.14M. The position accounts for 0.05% of the portfolio, ranked #344.

Ausdal Financial Partners first reported a position in SCHZ in Q4 2015 and has held it in 36 quarters since. The position peaked at $1.19M in Q3 2025. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • Ausdal Financial Partners held 48,914 shares of Schwab US Aggregate Bond ETF worth $1.14M as of Q1 2026.
  • Ausdal Financial Partners bought 442 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $10.3K.
  • Schwab US Aggregate Bond ETF made up 0.05% of Ausdal Financial Partners's portfolio in Q1 2026, its #344 holding.
  • Ausdal Financial Partners first reported a position in Schwab US Aggregate Bond ETF in Q4 2015 and has held it in 36 quarters since.
  • Ausdal Financial Partners's Schwab US Aggregate Bond ETF position peaked at $1.19M in Q3 2025.
  • 662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.