FWP
SCHZ icon

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

Firethorn 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 		$1.63M Sell
70,304
-15,385
-18% -$356K 0.52% 44
2026
Q1 		$1.99M Buy
85,689
+573
+0.7% +$13.4K 0.73% 33
2025
Q4 		$1.99M Sell
85,116
-7,894
-8% -$185K 0.74% 31
2025
Q3 		$2.18M Sell
93,010
-6,330
-6% -$147K 0.86% 27
2025
Q2 		$2.31M Sell
99,340
-8,403
-8% -$193K 1% 22
2025
Q1 		$2.5M Sell
107,743
-1,734
-2% -$39.7K 1.19% 18
2024
Q4 		$2.49M Sell
109,477
-4,807
-4% -$111K 1.23% 19
2024
Q3 		$2.72M Sell
114,284
-1,454
-1% -$34K 1.38% 17
2024
Q2 		$2.64M Buy
115,738
+5,376
+5% +$122K 1.49% 14
2024
Q1 		$2.54M Buy
110,362
+9,326
+9% +$214K 1.5% 14
2023
Q4 		$2.36M Buy
101,036
+16,286
+19% +$364K 1.54% 15
2023
Q3 		$1.87M Buy
84,750
+5,972
+8% +$135K 1.44% 15
2023
Q2 		$1.82M Sell
78,778
-3,226
-4% -$75.1K 1.36% 19
2023
Q1 		$1.91M Buy
82,004
+24,940
+44% +$580K 1.49% 17
2022
Q4 		$1.3M Sell
57,064
-10,226
-15% -$233K 1.1% 19
2022
Q3 		$1.52M Sell
67,290
-7,044
-9% -$168K 1.42% 13
2022
Q2 		$1.82M Buy
74,334
+1,342
+2% +$32.5K 1.48% 13
2022
Q1 		$1.85M Buy
72,992
+50,302
+222% +$1.31M 1.4% 14
2021
Q4 		$611K Buy
+22,690
New +$613K 0.46% 53
2021
Q2 		$501K Buy
18,354
+3,836
+26% +$104K 0.42% 56
2021
Q1 		$392K Buy
14,518
+508
+4% +$13.9K 0.36% 70
2020
Q4 		$392K Buy
+14,010
New +$392K 0.42% 54

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
PWMG
Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
ZRP
Zynergy Retirement Planning Red Bank, New Jersey $184M AUM 16.04% 1-Year Est. Return
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return
AFP
Arnold Financial Planning Hiawatha, Iowa $134M AUM

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

Firethorn Wealth Partners reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 18% in Q2 2026, selling an estimated $356K and leaving 70,304 shares worth $1.63M. The position accounts for 0.52% of the portfolio, ranked #44.

Firethorn Wealth Partners first reported a position in SCHZ in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.72M in Q3 2024. 172 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Firethorn Wealth Partners held 70,304 shares of Schwab US Aggregate Bond ETF worth $1.63M as of Q2 2026.
  • Firethorn Wealth Partners sold 15,385 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $356K.
  • Schwab US Aggregate Bond ETF made up 0.52% of Firethorn Wealth Partners's portfolio in Q2 2026, its #44 holding.
  • Firethorn Wealth Partners first reported a position in Schwab US Aggregate Bond ETF in Q4 2020 and has held it in 22 quarters since.
  • Firethorn Wealth Partners's Schwab US Aggregate Bond ETF position peaked at $2.72M in Q3 2024.
  • 172 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Firethorn Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.