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 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 $1.56T 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 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 Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Gen-Wealth Partners's SCHZ Position: Q1 2026 in Review

Gen-Wealth Partners increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 4.6% in Q1 2026, buying an estimated $109K and bringing the position to 105,285 shares worth $2.44M. The position accounts for 0.77% of the portfolio, ranked #31.

Gen-Wealth Partners first reported a position in SCHZ in Q1 2024 and has held it in 9 quarters since. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

Gen-Wealth Partners held 105,285 shares of Schwab US Aggregate Bond ETF worth $2.44M as of Q1 2026.
Gen-Wealth Partners bought 4,662 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $109K.
Schwab US Aggregate Bond ETF made up 0.77% of Gen-Wealth Partners's portfolio in Q1 2026, its #31 holding.
Gen-Wealth Partners first reported a position in Schwab US Aggregate Bond ETF in Q1 2024 and has held it in 9 quarters since.
662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.