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Avantax Planning Partners’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Avantax Planning 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 		$179M Buy
7,710,661
+263,321
+4% +$6.16M 4.92% 4
2025
Q4 		$174M Buy
7,447,340
+264,273
+4% +$6.21M 4.87% 4
2025
Q3 		$169M Buy
7,183,067
+195,216
+3% +$4.54M 4.83% 4
2025
Q2 		$162M Buy
6,987,851
+199,961
+3% +$4.59M 5.15% 4
2025
Q1 		$157M Buy
6,787,890
+276,661
+4% +$6.34M 5.57% 4
2024
Q4 		$148M Buy
6,511,229
+240,671
+4% +$5.56M 5.33% 4
2024
Q3 		$149M Sell
6,270,558
-526,276
-8% -$12.3M 5.34% 4
2024
Q2 		$155M Sell
6,796,834
-392,808
-5% -$8.9M 4.98% 4
2024
Q1 		$165M Buy
7,189,642
+1,199,450
+20% +$27.6M 5.36% 4
2023
Q4 		$140M Sell
5,990,192
-587,170
-9% -$13.1M 5.32% 4
2023
Q3 		$145M Buy
6,577,362
+157,838
+2% +$3.58M 6.08% 4
2023
Q2 		$148M Buy
6,419,524
+110,876
+2% +$2.58M 5.89% 4
2023
Q1 		$148M Buy
6,308,648
+2,768,934
+78% +$64.4M 6.01% 4
2022
Q4 		$80.8M Buy
3,539,714
+67,914
+2% +$1.55M 3.21% 6
2022
Q3 		$78.7M Sell
3,471,800
-74,424
-2% -$1.77M 3.54% 6
2022
Q2 		$84.9M Sell
3,546,224
-287,774
-8% -$6.97M 3.63% 6
2022
Q1 		$96.9M Sell
3,833,998
-3,578,290
-48% -$92.9M 3.85% 5
2021
Q4 		$200M Buy
7,412,288
+221,998
+3% +$6M 8.22% 4
2021
Q3 		$195M Buy
7,190,290
+112,154
+2% +$3.08M 9% 4
2021
Q2 		$193M Buy
7,078,136
+202,162
+3% +$5.49M 9.06% 4
2021
Q1 		$185M Buy
6,875,974
+507,230
+8% +$13.9M 9.56% 4
2020
Q4 		$178M Buy
6,368,744
+283,022
+5% +$7.91M 9.18% 4
2020
Q3 		$171M Buy
6,085,722
+170,024
+3% +$4.8M 9.02% 4
2020
Q2 		$166M Buy
5,915,698
+439,086
+8% +$12.2M 9.4% 4
2020
Q1 		$149M Sell
5,476,612
-590,872
-10% -$16M 10.35% 4
2019
Q4 		$162M Buy
6,067,484
+157,932
+3% +$4.23M 9.54% 4
2019
Q3 		$159M Buy
5,909,552
+7,206
+0.1% +$193K 9.77% 4
2019
Q2 		$156M Buy
5,902,346
+307,662
+5% +$8M 10.09% 4
2019
Q1 		$145M Buy
5,594,684
+1,270,428
+29% +$32.4M 10.08% 4
2018
Q4 		$109M Sell
4,324,256
-862,548
-17% -$21.5M 8.25% 2
2018
Q3 		$130M Buy
5,186,804
+344,900
+7% +$8.71M 10.43% 2
2018
Q2 		$123M Buy
4,841,904
+194,564
+4% +$4.92M 10.95% 2
2018
Q1 		$119M Buy
4,647,340
+334,688
+8% +$8.56M 10.18% 2
2017
Q4 		$112M Sell
4,312,652
-128,928
-3% -$3.36M 10.27% 2
2017
Q3 		$116M Buy
4,441,580
+240,706
+6% +$6.31M 9.16% 3
2017
Q2 		$110M Buy
4,200,874
+784,442
+23% +$20.5M 9.25% 3
2017
Q1 		$88.5M Buy
3,416,432
+1,270,734
+59% +$32.8M 7.91% 4
2016
Q4 		$55.3M Buy
+2,145,698
New +$56.1M 5.89% 4

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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Avantax Planning Partners's SCHZ Position: Q1 2026 in Review

Avantax Planning Partners increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 3.5% in Q1 2026, buying an estimated $6.16M and bringing the position to 7,710,661 shares worth $179M. The position accounts for 4.92% of the portfolio, ranked #4.

Avantax Planning Partners first reported a position in SCHZ in Q4 2016 and has held it in 38 quarters since. The position peaked at $200M in Q4 2021. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • Avantax Planning Partners held 7,710,661 shares of Schwab US Aggregate Bond ETF worth $179M as of Q1 2026.
  • Avantax Planning Partners bought 263,321 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $6.16M.
  • Schwab US Aggregate Bond ETF made up 4.92% of Avantax Planning Partners's portfolio in Q1 2026, its #4 holding.
  • Avantax Planning Partners first reported a position in Schwab US Aggregate Bond ETF in Q4 2016 and has held it in 38 quarters since.
  • Avantax Planning Partners's Schwab US Aggregate Bond ETF position peaked at $200M in Q4 2021.
  • 662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on Avantax Planning Partners's 13F filing for Q1 2026, filed 4 May 2026.