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

Beacon Bridge 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 		$6.78M Buy
292,966
+118,469
+68% +$2.74M 1.93% 16
2026
Q1 		$4.05M Buy
174,497
+476
+0.3% +$11.1K 1.36% 25
2025
Q4 		$4.07M Sell
174,021
-40,190
-19% -$944K 1.35% 22
2025
Q3 		$5.03M Buy
214,211
+3,092
+1% +$71.8K 1.79% 18
2025
Q2 		$4.91M Buy
211,119
+14,826
+8% +$340K 1.95% 17
2025
Q1 		$4.55M Sell
196,293
-7,514
-4% -$172K 1.94% 15
2024
Q4 		$4.63M Sell
203,807
-31,757
-13% -$734K 1.96% 15
2024
Q3 		$5.6M Buy
235,564
+7,250
+3% +$170K 2.4% 15
2024
Q2 		$5.2M Sell
228,314
-154,548
-40% -$3.5M 2.39% 14
2024
Q1 		$8.81M Buy
382,862
+5,946
+2% +$137K 4.16% 6
2023
Q4 		$8.79M Buy
376,916
+76,830
+26% +$1.72M 4.38% 5
2023
Q3 		$6.64M Buy
+300,086
New +$6.8M 3.5% 9

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 $104B AUM 28.3% 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

Beacon Bridge Wealth Partners's SCHZ Position: Q2 2026 in Review

Beacon Bridge Wealth Partners increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 68% in Q2 2026, buying an estimated $2.74M and bringing the position to 292,966 shares worth $6.78M. The position accounts for 1.93% of the portfolio, ranked #16.

Beacon Bridge Wealth Partners first reported a position in SCHZ in Q3 2023 and has held it in 12 quarters since. The position peaked at $8.81M in Q1 2024. 672 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Beacon Bridge Wealth Partners held 292,966 shares of Schwab US Aggregate Bond ETF worth $6.78M as of Q2 2026.
  • Beacon Bridge Wealth Partners bought 118,469 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $2.74M.
  • Schwab US Aggregate Bond ETF made up 1.93% of Beacon Bridge Wealth Partners's portfolio in Q2 2026, its #16 holding.
  • Beacon Bridge Wealth Partners first reported a position in Schwab US Aggregate Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • Beacon Bridge Wealth Partners's Schwab US Aggregate Bond ETF position peaked at $8.81M in Q1 2024.
  • 672 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Beacon Bridge Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.