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Gilpin Wealth Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Gilpin Wealth Management’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
Q3 		$21.9K Hold
990
– – 0.01% 274
2026
Q2 		$22.9K Sell
990
-200
-17% -$4.63K 0.02% 260
2026
Q1 		$27.6K Hold
1,190
– – 0.02% 227
2025
Q4 		$27.8K Buy
+1,190
New +$27.9K 0.02% 219

Other funds holding SCHZ

PWMG
Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return
ZRP
Zynergy Retirement Planning Red Bank, New Jersey $187M AUM 7.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
CFG
Cassilly Financial Group Severna Park, Maryland $149M AUM 10.73% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
FD
Financial Designs Claremont, California $194M AUM 10.52% 1-Year Est. Return
DCM
Dorato Capital Management Denver, Colorado $150M AUM 18.53% 1-Year Est. Return

Gilpin Wealth Management's SCHZ Position: Q3 2026 in Review

Gilpin Wealth Management held its Schwab US Aggregate Bond ETF (SCHZ) position steady in Q3 2026 at 990 shares worth $21.9K. The position accounts for 0.01% of the portfolio, ranked #274.

Gilpin Wealth Management first reported a position in SCHZ in Q4 2025 and has held it in 4 quarters since. The position peaked at $27.8K in Q4 2025. 47 funds tracked by Wall St. Rank hold SCHZ as of Q3 2026.

  • Gilpin Wealth Management held 990 shares of Schwab US Aggregate Bond ETF worth $21.9K as of Q3 2026.
  • Gilpin Wealth Management left its Schwab US Aggregate Bond ETF share count unchanged in Q3 2026.
  • Schwab US Aggregate Bond ETF made up 0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #274 holding.
  • Gilpin Wealth Management first reported a position in Schwab US Aggregate Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's Schwab US Aggregate Bond ETF position peaked at $27.8K in Q4 2025.
  • 47 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.