Golden State Equity Partners’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Golden State Equity 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	–	Sell	-40,639	Closed	-$944K	–	1492
2026 Q1	$944K	Buy	40,639 +26,089	+179%	+$611K	0.07%	302
2025 Q4	$340K	Hold	14,550	–	–	0.05%	372
2025 Q3	$341K	Hold	14,550	–	–	0.06%	332
2025 Q2	$338K	Hold	14,550	–	–	0.06%	319
2025 Q1	$337K	Hold	14,550	–	–	0.07%	317
2024 Q4	$330K	Hold	14,550	–	–	0.06%	318
2024 Q3	$346K	Hold	14,550	–	–	0.05%	321
2024 Q2	$332K	Buy	+14,550	New	+$330K	0.07%	300
2023 Q4	$221K	Buy	+9,500	New	+$213K	0.05%	329
2023 Q3	–	Sell	-9,000	Closed	-$208K	–	351
2023 Q2	$208K	Buy	+9,000	New	+$209K	0.06%	344

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

Golden State Equity Partners's SCHZ Position: Q2 2026 in Review

Golden State Equity Partners sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2026, closing a stake of 40,639 shares — an estimated $944K sold.

Golden State Equity Partners first reported a position in SCHZ in Q2 2023 and held it in 10 quarters. The position peaked at $944K in Q1 2026. 672 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

Golden State Equity Partners reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
Golden State Equity Partners sold 40,639 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $944K.
Golden State Equity Partners first reported a position in Schwab US Aggregate Bond ETF in Q2 2023 and held it in 10 quarters.
Golden State Equity Partners's Schwab US Aggregate Bond ETF position peaked at $944K in Q1 2026.
672 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.