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 Q2	$2.99M	Sell	129,203 -7,287	-5%	-$169K	﹤0.01%	1173
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 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 Wealth's SCHZ Position: Q2 2026 in Review

Focus Partners Wealth reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 5.3% in Q2 2026, selling an estimated $169K and leaving 129,203 shares worth $2.99M. The position accounts for ﹤0.01% of the portfolio, ranked #1173.

Focus Partners Wealth first reported a position in SCHZ in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.17M in Q1 2026. 672 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

Focus Partners Wealth held 129,203 shares of Schwab US Aggregate Bond ETF worth $2.99M as of Q2 2026.
Focus Partners Wealth sold 7,287 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $169K.
Schwab US Aggregate Bond ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1173 holding.
Focus Partners Wealth first reported a position in Schwab US Aggregate Bond ETF in Q3 2024 and has held it in 8 quarters since.
Focus Partners Wealth's Schwab US Aggregate Bond ETF position peaked at $3.17M in Q1 2026.
672 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.