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

Core 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	$637K	Sell	27,540 -79,177	-74%	-$1.83M	0.27%	84
2026 Q1	$2.48M	Sell	106,717 -1,860	-2%	-$43.5K	1.15%	25
2025 Q4	$2.54M	Buy	108,577 +11,927	+12%	+$280K	1.14%	23
2025 Q3	$2.27M	Buy	96,650 +11,585	+14%	+$269K	1.04%	26
2025 Q2	$1.98M	Buy	+85,065	New	+$1.95M	1%	29

Other funds holding SCHZ

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

PWMG

Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return

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

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

HGWM

Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return

ZRP

Zynergy Retirement Planning Red Bank, New Jersey $184M AUM 16.04% 1-Year Est. Return

TCM

TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return

BDFN

Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return

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

Core Wealth Partners reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 74% in Q2 2026, selling an estimated $1.83M and leaving 27,540 shares worth $637K. The position accounts for 0.27% of the portfolio, ranked #84.

Core Wealth Partners first reported a position in SCHZ in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.54M in Q4 2025. 254 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

Core Wealth Partners held 27,540 shares of Schwab US Aggregate Bond ETF worth $637K as of Q2 2026.
Core Wealth Partners sold 79,177 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $1.83M.
Schwab US Aggregate Bond ETF made up 0.27% of Core Wealth Partners's portfolio in Q2 2026, its #84 holding.
Core Wealth Partners first reported a position in Schwab US Aggregate Bond ETF in Q2 2025 and has held it in 5 quarters since.
Core Wealth Partners's Schwab US Aggregate Bond ETF position peaked at $2.54M in Q4 2025.
254 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Core Wealth Partners's 13F filing for Q2 2026, filed 17 Jul 2026.