Facet Wealth Inc’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Facet Wealth Inc’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 Q1	–	Sell	-14,689	Closed	-$344K	–	363
2025 Q4	$344K	Buy	+14,689	New	+$345K	0.01%	203
2022 Q4	–	Sell	-164,394	Closed	-$3.64M	–	76
2022 Q3	$3.64M	Sell	164,394 -6,844	-4%	-$163K	0.28%	21
2022 Q2	$4.1M	Buy	171,238 +75,670	+79%	+$1.83M	0.36%	20
2022 Q1	$2.42M	Buy	95,568 +324	+0.3%	+$8.41K	0.21%	28
2021 Q4	$2.57M	Sell	95,244 -2,164	-2%	-$58.5K	0.24%	33
2021 Q3	$2.64M	Sell	97,408 -1,272	-1%	-$34.9K	0.3%	29
2021 Q2	$2.69M	Sell	98,680 -10,138	-9%	-$275K	0.37%	27
2021 Q1	$2.94M	Buy	108,818 +5,464	+5%	+$150K	0.52%	23
2020 Q4	$2.9M	Buy	+103,354	New	+$2.89M	0.68%	23

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 $3.64B AUM 14.73% 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

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

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

KBFS

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Facet Wealth Inc's SCHZ Position: Q1 2026 in Review

Facet Wealth Inc sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2026, closing a stake of 14,689 shares — an estimated $344K sold.

Facet Wealth Inc first reported a position in SCHZ in Q4 2020 and held it in 9 quarters. The position peaked at $4.1M in Q2 2022. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

Facet Wealth Inc reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2026 after selling out during the quarter.
Facet Wealth Inc sold 14,689 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $344K.
Facet Wealth Inc first reported a position in Schwab US Aggregate Bond ETF in Q4 2020 and held it in 9 quarters.
Facet Wealth Inc's Schwab US Aggregate Bond ETF position peaked at $4.1M in Q2 2022.
662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on Facet Wealth Inc's 13F filing for Q1 2026, filed 7 May 2026.