Hantz Financial Services’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Hantz Financial Services’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	-48	Closed	-$1K	–	2526
2025 Q3	$1K	Hold	48	–	–	﹤0.01%	2283
2025 Q2	$1K	Sell	48 -9	-16%	-$207	﹤0.01%	2127
2025 Q1	$1K	Buy	57 +5	+10%	+$115	﹤0.01%	1596
2024 Q4	$1K	Buy	52 +6	+13%	+$139	﹤0.01%	1061
2024 Q3	$1K	Hold	46	–	–	﹤0.01%	1043
2024 Q2	$1K	Hold	46	–	–	﹤0.01%	1027
2024 Q1	$1K	Sell	46 -900	-95%	-$20.7K	﹤0.01%	1161
2023 Q4	$22K	Hold	946	–	–	﹤0.01%	721
2023 Q3	$21K	Buy	946 +2	+0.2%	+$45	﹤0.01%	721
2023 Q2	$22K	Hold	944	–	–	﹤0.01%	694
2023 Q1	$22K	Hold	944	–	–	﹤0.01%	697
2022 Q4	$22K	Buy	944 +44	+5%	+$1K	﹤0.01%	669
2022 Q3	$20K	Hold	900	–	–	﹤0.01%	662
2022 Q2	$22K	Hold	900	–	–	﹤0.01%	659
2022 Q1	$23K	Hold	900	–	–	﹤0.01%	670
2021 Q4	$24K	Hold	900	–	–	﹤0.01%	609
2021 Q3	$24K	Hold	900	–	–	﹤0.01%	598
2021 Q2	$25K	Hold	900	–	–	﹤0.01%	598
2021 Q1	$24K	Buy	+900	New	+$24.7K	﹤0.01%	543

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

Hantz Financial Services's SCHZ Position: Q4 2025 in Review

Hantz Financial Services sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q4 2025, closing a stake of 48 shares — an estimated $1K sold.

Hantz Financial Services first reported a position in SCHZ in Q1 2021 and held it in 19 quarters. The position peaked at $25K in Q2 2021. 669 funds tracked by Wall St. Rank hold SCHZ as of Q4 2025.

Hantz Financial Services reported no remaining Schwab US Aggregate Bond ETF position as of Q4 2025 after selling out during the quarter.
Hantz Financial Services sold 48 Schwab US Aggregate Bond ETF shares in Q4 2025, an estimated $1K.
Hantz Financial Services first reported a position in Schwab US Aggregate Bond ETF in Q1 2021 and held it in 19 quarters.
Hantz Financial Services's Schwab US Aggregate Bond ETF position peaked at $25K in Q2 2021.
669 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2025.

Based on Hantz Financial Services's 13F filing for Q4 2025, filed 9 Feb 2026.