Focus Partners Wealth
SCHZ icon

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

Focus Partners Wealth’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 		$3.17M Buy
136,490
+13,576
+11% +$318K ﹤0.01% 1110
2025
Q4 		$2.87M Buy
122,914
+86,804
+240% +$2.04M ﹤0.01% 1177
2025
Q3 		$848K Buy
36,110
+1,834
+5% +$42.6K ﹤0.01% 1356
2025
Q2 		$797K Buy
34,276
+6,087
+22% +$140K ﹤0.01% 1237
2025
Q1 		$653K Sell
28,189
-3,540
-11% -$81.1K ﹤0.01% 1223
2024
Q4 		$720K Sell
31,729
-3,037
-9% -$70.2K ﹤0.01% 1174
2024
Q3 		$826K Buy
+34,766
New +$814K ﹤0.01% 994

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 Wealth's SCHZ Position: Q1 2026 in Review

Focus Partners Wealth increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 11% in Q1 2026, buying an estimated $318K and bringing the position to 136,490 shares worth $3.17M. The position accounts for ﹤0.01% of the portfolio, ranked #1110.

Focus Partners Wealth first reported a position in SCHZ in Q3 2024 and has held it in 7 quarters since. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • Focus Partners Wealth held 136,490 shares of Schwab US Aggregate Bond ETF worth $3.17M as of Q1 2026.
  • Focus Partners Wealth bought 13,576 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $318K.
  • Schwab US Aggregate Bond ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1110 holding.
  • Focus Partners Wealth first reported a position in Schwab US Aggregate Bond ETF in Q3 2024 and has held it in 7 quarters since.
  • 662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.