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

Heirloom 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
2026 Q1	$3.6M	Buy	+154,967	New	+$3.63M	0.65%	29

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

Heirloom Wealth Management's SCHZ Position: Q1 2026 in Review

Heirloom Wealth Management opened a new position in Schwab US Aggregate Bond ETF (SCHZ) in Q1 2026: 154,967 shares worth $3.6M. The stake represents 0.65% of the portfolio and ranks #29 among its holdings.

662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

Heirloom Wealth Management held 154,967 shares of Schwab US Aggregate Bond ETF worth $3.6M as of Q1 2026.
Schwab US Aggregate Bond ETF was a new Heirloom Wealth Management position in Q1 2026.
Schwab US Aggregate Bond ETF made up 0.65% of Heirloom Wealth Management's portfolio in Q1 2026, its #29 holding.
662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on Heirloom Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.