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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
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 $1.56T 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

Beacon Bridge Wealth Partners's SCHZ Position: Q1 2026 in Review

Beacon Bridge Wealth Partners increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 0.27% in Q1 2026, buying an estimated $11.1K and bringing the position to 174,497 shares worth $4.05M. The position accounts for 1.36% of the portfolio, ranked #25.

Beacon Bridge Wealth Partners first reported a position in SCHZ in Q3 2023 and has held it in 11 quarters since. The position peaked at $8.81M in Q1 2024. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • Beacon Bridge Wealth Partners held 174,497 shares of Schwab US Aggregate Bond ETF worth $4.05M as of Q1 2026.
  • Beacon Bridge Wealth Partners bought 476 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $11.1K.
  • Schwab US Aggregate Bond ETF made up 1.36% of Beacon Bridge Wealth Partners's portfolio in Q1 2026, its #25 holding.
  • Beacon Bridge Wealth Partners first reported a position in Schwab US Aggregate Bond ETF in Q3 2023 and has held it in 11 quarters since.
  • Beacon Bridge Wealth Partners's Schwab US Aggregate Bond ETF position peaked at $8.81M in Q1 2024.
  • 662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on Beacon Bridge Wealth Partners's 13F filing for Q1 2026, filed 5 May 2026.