GPS Wealth Strategies Group’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

GPS Wealth Strategies Group’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
2025 Q4	–	Sell	-677	Closed	-$15.9K	–	1398
2025 Q3	$15.9K	Hold	677	–	–	﹤0.01%	966
2025 Q2	$15.7K	Hold	677	–	–	﹤0.01%	912
2025 Q1	$15.7K	Hold	677	–	–	﹤0.01%	889
2024 Q4	$15.4K	Buy	677 +3	+0.4%	+$69	﹤0.01%	857
2024 Q3	$16K	Buy	674 +6	+0.9%	+$140	﹤0.01%	847
2024 Q2	$15.2K	Buy	+668	New	+$15.1K	﹤0.01%	820
2023 Q4	–	Sell	-140	Closed	-$3.1K	–	1299
2023 Q3	$3.1K	Hold	140	–	–	﹤0.01%	1063
2023 Q2	$3.23K	Buy	+140	New	+$3.26K	﹤0.01%	1051

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 $103B AUM 28.65% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

GPS Wealth Strategies Group's SCHZ Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q4 2025, closing a stake of 677 shares — an estimated $15.9K sold.

GPS Wealth Strategies Group first reported a position in SCHZ in Q2 2023 and held it in 8 quarters. The position peaked at $16K in Q3 2024. 669 funds tracked by Wall St. Rank hold SCHZ as of Q4 2025.

GPS Wealth Strategies Group reported no remaining Schwab US Aggregate Bond ETF position as of Q4 2025 after selling out during the quarter.
GPS Wealth Strategies Group sold 677 Schwab US Aggregate Bond ETF shares in Q4 2025, an estimated $15.9K.
GPS Wealth Strategies Group first reported a position in Schwab US Aggregate Bond ETF in Q2 2023 and held it in 8 quarters.
GPS Wealth Strategies Group's Schwab US Aggregate Bond ETF position peaked at $16K in Q3 2024.
669 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.