Focus Partners Advisor Solutions’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Focus Partners Advisor Solutions’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	$4.63M	Buy	200,094 +1,362	+0.7%	+$31.5K	0.04%	205
2026 Q1	$4.61M	Buy	+198,732	New	+$4.65M	0.05%	180
2025 Q4	–	Sell	-210,124	Closed	-$4.93M	–	1237
2025 Q3	$4.93M	Sell	210,124 -29,278	-12%	-$680K	0.06%	173
2025 Q2	$5.56M	Sell	239,402 -192,429	-45%	-$4.42M	0.07%	131
2025 Q1	$10M	Sell	431,831 -97,205	-18%	-$2.23M	0.15%	81
2024 Q4	$12M	Buy	+529,036	New	+$12.2M	0.2%	66

Other funds holding SCHZ

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 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 Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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 $424B AUM 22.96% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Focus Partners Advisor Solutions's SCHZ Position: Q2 2026 in Review

Focus Partners Advisor Solutions increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 0.69% in Q2 2026, buying an estimated $31.5K and bringing the position to 200,094 shares worth $4.63M. The position accounts for 0.04% of the portfolio, ranked #205.

Focus Partners Advisor Solutions first reported a position in SCHZ in Q4 2024 and has held it in 6 quarters since. The position peaked at $12M in Q4 2024. 671 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

Focus Partners Advisor Solutions held 200,094 shares of Schwab US Aggregate Bond ETF worth $4.63M as of Q2 2026.
Focus Partners Advisor Solutions bought 1,362 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $31.5K.
Schwab US Aggregate Bond ETF made up 0.04% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #205 holding.
Focus Partners Advisor Solutions first reported a position in Schwab US Aggregate Bond ETF in Q4 2024 and has held it in 6 quarters since.
Focus Partners Advisor Solutions's Schwab US Aggregate Bond ETF position peaked at $12M in Q4 2024.
671 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.