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

Greenup Street 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
2025
Q2 		– Sell
-21,470
Closed -$497K – 104
2025
Q1 		$497K Sell
21,470
-74,963
-78% -$1.72M 0.1% 75
2024
Q4 		$2.19M Sell
96,433
-40,463
-30% -$935K 0.43% 41
2024
Q3 		$3.25M Buy
136,896
+22,140
+19% +$518K 0.67% 32
2024
Q2 		$2.62M Buy
114,756
+78,738
+219% +$1.78M 0.62% 35
2024
Q1 		$828K Buy
36,018
+9,746
+37% +$224K 0.21% 56
2023
Q4 		$612K Buy
+26,272
New +$588K 0.17% 60

Other funds holding SCHZ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $4.02B AUM 20% 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 $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TWP
Total Wealth Planning Cincinnati, Ohio $46.7M AUM 13.43% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Greenup Street Wealth Management's SCHZ Position: Q2 2025 in Review

Greenup Street Wealth Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2025, closing a stake of 21,470 shares — an estimated $497K sold.

Greenup Street Wealth Management first reported a position in SCHZ in Q4 2023 and held it in 6 quarters. The position peaked at $3.25M in Q3 2024. 641 funds tracked by Wall St. Rank hold SCHZ as of Q2 2025.

  • Greenup Street Wealth Management reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Greenup Street Wealth Management sold 21,470 Schwab US Aggregate Bond ETF shares in Q2 2025, an estimated $497K.
  • Greenup Street Wealth Management first reported a position in Schwab US Aggregate Bond ETF in Q4 2023 and held it in 6 quarters.
  • Greenup Street Wealth Management's Schwab US Aggregate Bond ETF position peaked at $3.25M in Q3 2024.
  • 641 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2025.

Based on Greenup Street Wealth Management's 13F filing for Q2 2025, filed 30 Jul 2025.