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Guardian Financial Partners’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Guardian Financial 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 		$4.4M Sell
190,304
-26,803
-12% -$620K 1.71% 18
2026
Q1 		$5.04M Buy
217,107
+9,907
+5% +$232K 2.13% 17
2025
Q4 		$4.84M Sell
207,200
-8,256
-4% -$194K 2.04% 17
2025
Q3 		$5.06M Sell
215,456
-12,865
-6% -$299K 2.13% 16
2025
Q2 		$5.31M Buy
228,321
+21,064
+10% +$483K 2.38% 16
2025
Q1 		$4.8M Sell
207,257
-1,983
-0.9% -$45.4K 2.3% 15
2024
Q4 		$4.75M Buy
209,240
+45,252
+28% +$1.05M 2.82% 13
2024
Q3 		$3.9M Sell
163,988
-902
-0.5% -$21.1K 2.44% 15
2024
Q2 		$3.76M Sell
164,890
-1,520
-0.9% -$34.4K 2.49% 15
2024
Q1 		$3.83M Buy
166,410
+14,174
+9% +$326K 2.62% 15
2023
Q4 		$3.55M Buy
152,236
+39,828
+35% +$891K 2.91% 13
2023
Q3 		$2.49M Buy
+112,408
New +$2.55M 2.34% 15
2023
Q2 		– Sell
-107,804
Closed -$2.53M – 36
2023
Q1 		$2.53M Buy
107,804
+5,700
+6% +$133K 2.54% 10
2022
Q4 		$2.33M Buy
102,104
+1,144
+1% +$26K 2.47% 10
2022
Q3 		$2.29M Buy
100,960
+8,230
+9% +$196K 2.65% 10
2022
Q2 		$2.22M Sell
92,730
-82
-0.1% -$1.99K 2.49% 7
2022
Q1 		$2.25M Buy
92,812
+3,920
+4% +$102K 2.32% 9
2021
Q4 		$2.4M Buy
+88,892
New +$2.4M 2.29% 8

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

Guardian Financial Partners's SCHZ Position: Q2 2026 in Review

Guardian Financial Partners reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 12% in Q2 2026, selling an estimated $620K and leaving 190,304 shares worth $4.4M. The position accounts for 1.71% of the portfolio, ranked #18.

Guardian Financial Partners first reported a position in SCHZ in Q4 2021 and has held it in 18 quarters since. The position peaked at $5.31M in Q2 2025. 666 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Guardian Financial Partners held 190,304 shares of Schwab US Aggregate Bond ETF worth $4.4M as of Q2 2026.
  • Guardian Financial Partners sold 26,803 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $620K.
  • Schwab US Aggregate Bond ETF made up 1.71% of Guardian Financial Partners's portfolio in Q2 2026, its #18 holding.
  • Guardian Financial Partners first reported a position in Schwab US Aggregate Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • Guardian Financial Partners's Schwab US Aggregate Bond ETF position peaked at $5.31M in Q2 2025.
  • 666 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Guardian Financial Partners's 13F filing for Q2 2026, filed 15 Jul 2026.