Heritage Wealth Partners’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Heritage Wealth 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
2025 Q1	$1.28M	Buy	+55,294	New	+$1.27M	1.95%	14

Other funds holding SCHZ

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

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

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

Heritage Wealth Partners's SCHZ Position: Q1 2025 in Review

Heritage Wealth Partners opened a new position in Schwab US Aggregate Bond ETF (SCHZ) in Q1 2025: 55,294 shares worth $1.28M. The stake represents 1.95% of the portfolio and ranks #14 among its holdings.

645 funds tracked by Wall St. Rank hold SCHZ as of Q1 2025.

Heritage Wealth Partners held 55,294 shares of Schwab US Aggregate Bond ETF worth $1.28M as of Q1 2025.
Schwab US Aggregate Bond ETF was a new Heritage Wealth Partners position in Q1 2025.
Schwab US Aggregate Bond ETF made up 1.95% of Heritage Wealth Partners's portfolio in Q1 2025, its #14 holding.
645 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2025.

Based on Heritage Wealth Partners's 13F filing for Q1 2025, filed 14 May 2025.