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

Clark 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 		– Sell
-132
Closed -$3.07K – 636
2026
Q1 		$3.07K Buy
+132
New +$3.09K ﹤0.01% 407

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

Clark Wealth Partners sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2026, closing a stake of 132 shares — an estimated $3.07K sold.

Clark Wealth Partners first reported a position in SCHZ in Q1 2026 and held it in 1 quarter. The position peaked at $3.07K in Q1 2026. 644 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Clark Wealth Partners reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Clark Wealth Partners sold 132 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $3.07K.
  • Clark Wealth Partners first reported a position in Schwab US Aggregate Bond ETF in Q1 2026 and held it in 1 quarter.
  • Clark Wealth Partners's Schwab US Aggregate Bond ETF position peaked at $3.07K in Q1 2026.
  • 644 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.