Dentgroup’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Dentgroup’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 Q4	$431K	Sell	18,425 -5,102	-22%	-$120K	0.3%	73
2025 Q3	$552K	Sell	23,527 -630	-3%	-$14.6K	0.36%	67
2025 Q2	$561K	Sell	24,157 -2,430	-9%	-$55.8K	0.39%	61
2025 Q1	$616K	Buy	26,587 +2,475	+10%	+$56.7K	0.46%	55
2024 Q4	$547K	Buy	24,112 +34	+0.1%	+$786	0.42%	54
2024 Q3	$572K	Sell	24,078 -602	-2%	-$14.1K	0.43%	56
2024 Q2	$562K	Sell	24,680 -2,744	-10%	-$62.2K	0.45%	55
2024 Q1	$631K	Buy	27,424 +1,922	+8%	+$44.2K	0.52%	43
2023 Q4	$594K	Buy	+25,502	New	+$570K	0.53%	42

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 $4.02B AUM 20% 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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Dentgroup's SCHZ Position: Q4 2025 in Review

Dentgroup reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 22% in Q4 2025, selling an estimated $120K and leaving 18,425 shares worth $431K. The position accounts for 0.3% of the portfolio, ranked #73.

Dentgroup first reported a position in SCHZ in Q4 2023 and has held it in 9 quarters since. The position peaked at $631K in Q1 2024. 667 funds tracked by Wall St. Rank hold SCHZ as of Q4 2025.

Dentgroup held 18,425 shares of Schwab US Aggregate Bond ETF worth $431K as of Q4 2025.
Dentgroup sold 5,102 Schwab US Aggregate Bond ETF shares in Q4 2025, an estimated $120K.
Schwab US Aggregate Bond ETF made up 0.3% of Dentgroup's portfolio in Q4 2025, its #73 holding.
Dentgroup first reported a position in Schwab US Aggregate Bond ETF in Q4 2023 and has held it in 9 quarters since.
Dentgroup's Schwab US Aggregate Bond ETF position peaked at $631K in Q1 2024.
667 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2025.

Based on Dentgroup's 13F filing for Q4 2025, filed 28 Jan 2026.