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

Dunhill 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
Q3 		– Sell
-174
Closed -$4.06K – 1014
2025
Q2 		$4.06K Sell
174
-1
-0.6% -$23 ﹤0.01% 575
2025
Q1 		$4.04K Buy
175
+1
+0.6% +$23 ﹤0.01% 609
2024
Q4 		$3.95K Buy
+174
New +$4.02K ﹤0.01% 596

Other funds holding SCHZ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.23B AUM 15.23% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
TWP
Total Wealth Planning Cincinnati, Ohio $46.7M AUM 13.43% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Dunhill Financial's SCHZ Position: Q3 2025 in Review

Dunhill Financial sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q3 2025, closing a stake of 174 shares — an estimated $4.06K sold.

Dunhill Financial first reported a position in SCHZ in Q4 2024 and held it in 3 quarters. The position peaked at $4.06K in Q2 2025. 630 funds tracked by Wall St. Rank hold SCHZ as of Q3 2025.

  • Dunhill Financial reported no remaining Schwab US Aggregate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Dunhill Financial sold 174 Schwab US Aggregate Bond ETF shares in Q3 2025, an estimated $4.06K.
  • Dunhill Financial first reported a position in Schwab US Aggregate Bond ETF in Q4 2024 and held it in 3 quarters.
  • Dunhill Financial's Schwab US Aggregate Bond ETF position peaked at $4.06K in Q2 2025.
  • 630 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2025.

Based on Dunhill Financial's 13F filing for Q3 2025, filed 12 Nov 2025.