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

Gen-Wealth Partners’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	$2.61M	Buy	112,915 +7,630	+7%	+$177K	0.73%	35
2026 Q1	$2.44M	Buy	105,285 +4,662	+5%	+$109K	0.77%	31
2025 Q4	$2.35M	Buy	100,623 +21,576	+27%	+$507K	0.75%	31
2025 Q3	$1.86M	Buy	79,047 +4,325	+6%	+$100K	0.63%	38
2025 Q2	$1.74M	Sell	74,722 -14,692	-16%	-$337K	0.67%	32
2025 Q1	$2.07M	Buy	89,414 +7,485	+9%	+$171K	0.86%	22
2024 Q4	$1.86M	Sell	81,929 -74,157	-48%	-$1.71M	0.8%	21
2024 Q3	$1.8M	Buy	156,086 +71,940	+85%	+$1.68M	0.79%	23
2024 Q2	$1.92M	Sell	84,146 -1,498	-2%	-$34K	0.93%	18
2024 Q1	$1.97M	Buy	+85,644	New	+$1.97M	0.98%	17

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

Gen-Wealth Partners's SCHZ Position: Q2 2026 in Review

Gen-Wealth Partners increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 7.2% in Q2 2026, buying an estimated $177K and bringing the position to 112,915 shares worth $2.61M. The position accounts for 0.73% of the portfolio, ranked #35.

Gen-Wealth Partners first reported a position in SCHZ in Q1 2024 and has held it in 10 quarters since. 672 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

Gen-Wealth Partners held 112,915 shares of Schwab US Aggregate Bond ETF worth $2.61M as of Q2 2026.
Gen-Wealth Partners bought 7,630 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $177K.
Schwab US Aggregate Bond ETF made up 0.73% of Gen-Wealth Partners's portfolio in Q2 2026, its #35 holding.
Gen-Wealth Partners first reported a position in Schwab US Aggregate Bond ETF in Q1 2024 and has held it in 10 quarters since.
672 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.