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 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	Buy	+14,550	New	+$336K	0.06%	318
2024 Q3	–	Sell	-14,550	Closed	-$332K	–	886
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 $1.56T 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

Golden State Equity Partners's SCHZ Position: Q1 2026 in Review

Golden State Equity Partners increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 179% in Q1 2026, buying an estimated $611K and bringing the position to 40,639 shares worth $944K. The position accounts for 0.07% of the portfolio, ranked #302.

Golden State Equity Partners first reported a position in SCHZ in Q2 2023 and has held it in 9 quarters since. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

Golden State Equity Partners held 40,639 shares of Schwab US Aggregate Bond ETF worth $944K as of Q1 2026.
Golden State Equity Partners bought 26,089 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $611K.
Schwab US Aggregate Bond ETF made up 0.07% of Golden State Equity Partners's portfolio in Q1 2026, its #302 holding.
Golden State Equity Partners first reported a position in Schwab US Aggregate Bond ETF in Q2 2023 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 Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.