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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
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
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
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
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
HighTower Advisors
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Focus Partners Advisor Solutions's SCHZ Position: Q1 2026 in Review

Focus Partners Advisor Solutions opened a new position in Schwab US Aggregate Bond ETF (SCHZ) in Q1 2026: 198,732 shares worth $4.61M. The stake represents 0.05% of the portfolio and ranks #180 among its holdings. This is a return to the name: Focus Partners Advisor Solutions previously reported a position in SCHZ as recently as Q3 2025.

Focus Partners Advisor Solutions first reported a position in SCHZ in Q4 2024 and has held it in 5 quarters since. The position peaked at $12M in Q4 2024. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • Focus Partners Advisor Solutions held 198,732 shares of Schwab US Aggregate Bond ETF worth $4.61M as of Q1 2026.
  • Schwab US Aggregate Bond ETF was a new Focus Partners Advisor Solutions position in Q1 2026.
  • Schwab US Aggregate Bond ETF made up 0.05% of Focus Partners Advisor Solutions's portfolio in Q1 2026, its #180 holding.
  • Focus Partners Advisor Solutions first reported a position in Schwab US Aggregate Bond ETF in Q4 2024 and has held it in 5 quarters since.
  • Focus Partners Advisor Solutions's Schwab US Aggregate Bond ETF position peaked at $12M in Q4 2024.
  • 662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q1 2026, filed 13 May 2026.