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

Independent Solutions 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	$6.5M	Sell	280,007 -503	-0.2%	-$11.8K	0.96%	25
2025 Q4	$6.56M	Buy	280,510 +1,194	+0.4%	+$28K	1.2%	25
2025 Q3	$6.56M	Sell	279,316 -2,142	-0.8%	-$49.8K	1.16%	24
2025 Q2	$6.54M	Sell	281,458 -2,484	-0.9%	-$57K	1.28%	21
2025 Q1	$6.58M	Buy	283,942 +11,439	+4%	+$262K	1.47%	18
2024 Q4	$6.19M	Sell	272,503 -35,477	-12%	-$820K	1.35%	22
2024 Q3	$7.32M	Buy	307,980 +27,462	+10%	+$643K	1.65%	16
2024 Q2	$6.39M	Sell	280,518 -1,036	-0.4%	-$23.5K	1.46%	17
2024 Q1	$6.48M	Buy	281,554 +19,162	+7%	+$441K	1.54%	16
2023 Q4	$6.12M	Buy	262,392 +4,714	+2%	+$105K	1.57%	16
2023 Q3	$5.7M	Buy	257,678 +46,604	+22%	+$1.06M	1.48%	17
2023 Q2	$4.87M	Buy	211,074 +13,154	+7%	+$306K	1.23%	18
2023 Q1	$4.64M	Buy	197,920 +22,448	+13%	+$522K	1.37%	15
2022 Q4	$4.01M	Buy	175,472 +13,324	+8%	+$303K	1.22%	17
2022 Q3	$3.67M	Buy	162,148 +3,048	+2%	+$72.6K	1.2%	17
2022 Q2	$3.81M	Buy	159,100 +6,854	+5%	+$166K	1.19%	17
2022 Q1	$3.85M	Buy	152,246 +7,446	+5%	+$193K	0.91%	24
2021 Q4	$3.9M	Buy	144,800 +1,782	+1%	+$48.2K	0.92%	26
2021 Q3	$3.88M	Buy	143,018 +5,484	+4%	+$150K	0.96%	23
2021 Q2	$3.75M	Buy	137,534 +13,126	+11%	+$356K	0.91%	27
2021 Q1	$3.36M	Buy	124,408 +22,140	+22%	+$608K	0.92%	25
2020 Q4	$2.87M	Sell	102,268 -40	-0%	-$1.12K	0.89%	26
2020 Q3	$2.87M	Sell	102,308 -17,430	-15%	-$492K	1.09%	22
2020 Q2	$3.37M	Buy	119,738 +7,654	+7%	+$213K	1.44%	18
2020 Q1	$3.04M	Sell	112,084 -9,804	-8%	-$265K	1.68%	16
2019 Q4	$3.26M	Buy	+121,888	New	+$3.27M	1.44%	17

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

Independent Solutions Wealth Management's SCHZ Position: Q1 2026 in Review

Independent Solutions Wealth Management reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 0.18% in Q1 2026, selling an estimated $11.8K and leaving 280,007 shares worth $6.5M. The position accounts for 0.96% of the portfolio, ranked #25.

Independent Solutions Wealth Management first reported a position in SCHZ in Q4 2019 and has held it in 26 quarters since. The position peaked at $7.32M in Q3 2024. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

Independent Solutions Wealth Management held 280,007 shares of Schwab US Aggregate Bond ETF worth $6.5M as of Q1 2026.
Independent Solutions Wealth Management sold 503 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $11.8K.
Schwab US Aggregate Bond ETF made up 0.96% of Independent Solutions Wealth Management's portfolio in Q1 2026, its #25 holding.
Independent Solutions Wealth Management first reported a position in Schwab US Aggregate Bond ETF in Q4 2019 and has held it in 26 quarters since.
Independent Solutions Wealth Management's Schwab US Aggregate Bond ETF position peaked at $7.32M in Q3 2024.
662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.