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Global Retirement Partners’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Global Retirement 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 		$3.91M Buy
+169,162
New +$3.91M 0.06% 294
2025
Q4 		$3.44M Buy
147,394
+7,295
+5% +$171K 0.06% 292
2025
Q3 		$3.29M Buy
140,099
+6,968
+5% +$162K 0.07% 246
2025
Q2 		$3.09M Buy
+133,131
New +$3.05M 0.08% 236
2024
Q4 		$2.05M Sell
90,309
-17,705
-16% -$409K 0.06% 295
2024
Q3 		$2.57M Sell
108,014
-5,460
-5% -$128K 0.08% 245
2024
Q2 		$2.59M Buy
113,474
+7,838
+7% +$178K 0.08% 234
2024
Q1 		$2.43M Sell
105,636
-18,010
-15% -$414K 0.09% 219
2023
Q4 		$2.86M Sell
123,646
-39,412
-24% -$882K 0.12% 170
2023
Q3 		$3.56M Sell
163,058
-6,748
-4% -$153K 0.18% 117
2023
Q2 		$3.92M Sell
169,806
-1,308
-0.8% -$30.4K 0.19% 118
2023
Q1 		$4.03M Buy
171,114
+30,830
+22% +$717K 0.21% 103
2022
Q4 		$3.2M Sell
140,284
-41,012
-23% -$934K 0.22% 101
2022
Q3 		$4.05M Buy
181,296
+820
+0.5% +$19.5K 0.31% 70
2022
Q2 		$4.32M Buy
180,476
+10,810
+6% +$262K 0.35% 65
2022
Q1 		$4.14M Buy
+169,666
New +$4.41M 0.33% 70
2021
Q4 		– Sell
-154,534
Closed -$4.19M – 1504
2021
Q3 		$4.19M Sell
154,534
-1,794
-1% -$49.2K 0.41% 47
2021
Q2 		$4.27M Buy
156,328
+121,752
+352% +$3.3M 0.44% 45
2021
Q1 		$933K Buy
34,576
+15,652
+83% +$430K 0.11% 174
2020
Q4 		$530K Buy
18,924
+430
+2% +$12K 0.07% 233
2020
Q3 		$519K Buy
18,494
+3,216
+21% +$90.7K 0.08% 229
2020
Q2 		$430K Buy
15,278
+2,028
+15% +$56.4K 0.07% 244
2020
Q1 		$360K Buy
13,250
+2,778
+27% +$75K 0.07% 236
2019
Q4 		$280K Buy
10,472
+184
+2% +$4.93K 0.04% 319
2019
Q3 		$277K Buy
10,288
+2,176
+27% +$58.2K 0.05% 311
2019
Q2 		$215K Buy
8,112
+2,542
+46% +$66.1K 0.04% 336
2019
Q1 		$145K Buy
5,570
+658
+13% +$16.8K 0.04% 346
2018
Q4 		$124K Sell
4,912
-664
-12% -$16.6K 0.03% 354
2018
Q3 		$140K Buy
5,576
+2,480
+80% +$62.6K 0.03% 349
2018
Q2 		$78K Buy
3,096
+306
+11% +$7.73K 0.02% 434
2018
Q1 		$71K Buy
2,790
+308
+12% +$7.88K 0.02% 449
2017
Q4 		$65K Buy
2,482
+1,780
+254% +$46.4K 0.02% 443
2017
Q3 		$18K Buy
702
+80
+13% +$2.1K 0.01% 682
2017
Q2 		$16K Buy
+622
New +$16.2K 0.01% 662

Other funds holding SCHZ

JP Morgan Chase
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
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
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Global Retirement Partners's SCHZ Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Schwab US Aggregate Bond ETF (SCHZ) in Q2 2026: 169,162 shares worth $3.91M. The stake represents 0.06% of the portfolio and ranks #294 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in SCHZ as recently as Q4 2025.

Global Retirement Partners first reported a position in SCHZ in Q2 2017 and has held it in 34 quarters since. The position peaked at $4.32M in Q2 2022. 668 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Global Retirement Partners held 169,162 shares of Schwab US Aggregate Bond ETF worth $3.91M as of Q2 2026.
  • Schwab US Aggregate Bond ETF was a new Global Retirement Partners position in Q2 2026.
  • Schwab US Aggregate Bond ETF made up 0.06% of Global Retirement Partners's portfolio in Q2 2026, its #294 holding.
  • Global Retirement Partners first reported a position in Schwab US Aggregate Bond ETF in Q2 2017 and has held it in 34 quarters since.
  • Global Retirement Partners's Schwab US Aggregate Bond ETF position peaked at $4.32M in Q2 2022.
  • 668 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.