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DecisionPoint Financial’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

DecisionPoint Financial’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
Q2 		– Sell
-840
Closed -$19.5K – 681
2025
Q1 		$19.5K Buy
+840
New +$19.2K 0.01% 128

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CST
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TWP
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HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
OIA
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DecisionPoint Financial's SCHZ Position: Q2 2025 in Review

DecisionPoint Financial sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2025, closing a stake of 840 shares — an estimated $19.5K sold.

DecisionPoint Financial first reported a position in SCHZ in Q1 2025 and held it in 1 quarter. The position peaked at $19.5K in Q1 2025. 641 funds tracked by Wall St. Rank hold SCHZ as of Q2 2025.

  • DecisionPoint Financial reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • DecisionPoint Financial sold 840 Schwab US Aggregate Bond ETF shares in Q2 2025, an estimated $19.5K.
  • DecisionPoint Financial first reported a position in Schwab US Aggregate Bond ETF in Q1 2025 and held it in 1 quarter.
  • DecisionPoint Financial's Schwab US Aggregate Bond ETF position peaked at $19.5K in Q1 2025.
  • 641 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2025.

Based on DecisionPoint Financial's 13F filing for Q2 2025, filed 14 Aug 2025.