Certus Wealth Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Certus Wealth Management’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
2025 Q3	–	Sell	-11,571	Closed	-$269K	–	60
2025 Q2	$269K	Sell	11,571 -693	-6%	-$15.9K	0.17%	54
2025 Q1	$280K	Hold	12,264	–	–	0.19%	49
2024 Q4	$280K	Hold	12,264	–	–	0.19%	50
2024 Q3	$291K	Hold	12,264	–	–	0.2%	46
2024 Q2	$279K	Sell	12,264 -654	-5%	-$14.8K	0.21%	48
2024 Q1	$292K	Sell	12,918 -280	-2%	-$6.44K	0.23%	46
2023 Q4	$308K	Sell	13,198 -88	-0.7%	-$1.97K	0.26%	49
2023 Q3	$294K	Hold	13,286	–	–	0.28%	49
2023 Q2	$307K	Buy	+13,286	New	+$309K	0.3%	49

Other funds holding SCHZ

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 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 Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

TWP

Total Wealth Planning Cincinnati, Ohio $46.7M AUM 13.43% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Certus Wealth Management's SCHZ Position: Q3 2025 in Review

Certus Wealth Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q3 2025, closing a stake of 11,571 shares — an estimated $269K sold.

Certus Wealth Management first reported a position in SCHZ in Q2 2023 and held it in 9 quarters. The position peaked at $308K in Q4 2023. 626 funds tracked by Wall St. Rank hold SCHZ as of Q3 2025.

Certus Wealth Management reported no remaining Schwab US Aggregate Bond ETF position as of Q3 2025 after selling out during the quarter.
Certus Wealth Management sold 11,571 Schwab US Aggregate Bond ETF shares in Q3 2025, an estimated $269K.
Certus Wealth Management first reported a position in Schwab US Aggregate Bond ETF in Q2 2023 and held it in 9 quarters.
Certus Wealth Management's Schwab US Aggregate Bond ETF position peaked at $308K in Q4 2023.
626 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2025.

Based on Certus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.