Hoxton Planning & Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Hoxton Planning & 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 Q3	$6.09M	Sell	275,521 -9,180	-3%	-$208K	1.55%	15
2026 Q2	$6.59M	Sell	284,701 -7,125	-2%	-$165K	1.72%	13
2026 Q1	$6.78M	Buy	291,826 +4,608	+2%	+$108K	2.03%	8
2025 Q4	$6.71M	Buy	287,218 +64,885	+29%	+$1.52M	2.01%	11
2025 Q3	$5.22M	Buy	222,333 +26,146	+13%	+$607K	1.68%	13
2025 Q2	$4.56M	Buy	196,187 +11,043	+6%	+$253K	1.58%	16
2025 Q1	$4.29M	Buy	185,144 +59,308	+47%	+$1.36M	1.64%	13
2024 Q4	$2.86M	Buy	125,836 +32,822	+35%	+$758K	1.09%	17
2024 Q3	$2.21M	Buy	93,014 +2,990	+3%	+$70K	0.86%	21
2024 Q2	$2.05M	Buy	90,024 +27,080	+43%	+$614K	0.95%	21
2024 Q1	$1.45M	Sell	62,944 -6,892	-10%	-$158K	0.69%	25
2023 Q4	$1.63M	Buy	+69,836	New	+$1.56M	0.86%	20

Other funds holding SCHZ

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Rockbridge Investment Management Syracuse, New York $1.25B AUM 8.34% 1-Year Est. Return

Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.19B AUM 9.66% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Rational Advisors Huntington, New York $1.08B AUM 5.43% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Hoxton Planning & Management's SCHZ Position: Q3 2026 in Review

Hoxton Planning & Management reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 3.2% in Q3 2026, selling an estimated $208K and leaving 275,521 shares worth $6.09M. The position accounts for 1.55% of the portfolio, ranked #15.

Hoxton Planning & Management first reported a position in SCHZ in Q4 2023 and has held it in 12 quarters since. The position peaked at $6.78M in Q1 2026. 543 funds tracked by Wall St. Rank hold SCHZ as of Q3 2026.

Hoxton Planning & Management held 275,521 shares of Schwab US Aggregate Bond ETF worth $6.09M as of Q3 2026.
Hoxton Planning & Management sold 9,180 Schwab US Aggregate Bond ETF shares in Q3 2026, an estimated $208K.
Schwab US Aggregate Bond ETF made up 1.55% of Hoxton Planning & Management's portfolio in Q3 2026, its #15 holding.
Hoxton Planning & Management first reported a position in Schwab US Aggregate Bond ETF in Q4 2023 and has held it in 12 quarters since.
Hoxton Planning & Management's Schwab US Aggregate Bond ETF position peaked at $6.78M in Q1 2026.
543 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2026.

Based on Hoxton Planning & Management's 13F filing for Q3 2026, filed 15 Oct 2026.