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Balboa Wealth Partners’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Balboa Wealth 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
Q2 		$5.07M Buy
219,230
+198,804
+973% +$4.6M 0.69% 31
2026
Q1 		$474K Hold
20,426
– – 0.08% 205
2025
Q4 		$477K Buy
+20,426
New +$480K 0.08% 201
2023
Q3 		– Sell
-22,136
Closed -$511K – 318
2023
Q2 		$511K Buy
22,136
+1,274
+6% +$29.6K 0.18% 110
2023
Q1 		$489K Buy
+20,862
New +$485K 0.18% 112

Other funds holding SCHZ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.23B AUM 15.23% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 $56.3B AUM 17.83% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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 $424B AUM 22.96% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Balboa Wealth Partners's SCHZ Position: Q2 2026 in Review

Balboa Wealth Partners increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 973% in Q2 2026, buying an estimated $4.6M and bringing the position to 219,230 shares worth $5.07M. The position accounts for 0.69% of the portfolio, ranked #31.

Balboa Wealth Partners first reported a position in SCHZ in Q1 2023 and has held it in 5 quarters since. 667 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Balboa Wealth Partners held 219,230 shares of Schwab US Aggregate Bond ETF worth $5.07M as of Q2 2026.
  • Balboa Wealth Partners bought 198,804 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $4.6M.
  • Schwab US Aggregate Bond ETF made up 0.69% of Balboa Wealth Partners's portfolio in Q2 2026, its #31 holding.
  • Balboa Wealth Partners first reported a position in Schwab US Aggregate Bond ETF in Q1 2023 and has held it in 5 quarters since.
  • 667 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.