Focus Partners Advisor Solutions
SCHZ icon

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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Rockbridge Investment Management
Rockbridge Investment Management Syracuse, New York $1.23B AUM 15.23% 1-Year Est. Return
Avantax Planning Partners
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
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Kohmann Bosshard Financial Services
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Rational Advisors
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. 674 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.
  • 674 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.