FFWA
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Forthright Family Wealth Advisory’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Forthright Family Wealth Advisory’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 		$5.79M Sell
125,786
-193,640
-61% -$4.53M 3.88% 5
2025
Q4 		$7.46M Buy
319,426
+6,220
+2% +$146K 4.69% 8
2025
Q3 		$7.35M Sell
313,206
-107,068
-25% -$2.49M 4.52% 8
2025
Q2 		$9.77M Sell
420,274
-11,666
-3% -$268K 6.19% 7
2025
Q1 		$10M Sell
431,940
-9,397
-2% -$215K 6.61% 5
2024
Q4 		$10M Sell
441,337
-369,505
-46% -$8.54M 6.51% 5
2024
Q3 		$9.44M Buy
810,842
+526,054
+185% +$12.3M 6.06% 6
2024
Q2 		$6.49M Buy
284,788
+33,216
+13% +$753K 4.18% 4
2024
Q1 		$5.79M Buy
251,572
+46,570
+23% +$1.07M 3.88% 5
2023
Q4 		$4.78M Buy
+205,002
New +$4.59M 3.74% 6

Other funds holding SCHZ

JP Morgan Chase
JP Morgan Chase New York $1.47T 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 $431B 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 $38B 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 $1.03B AUM 12.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return