Investment Planning Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Investment Planning Advisors’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 Q2	$413K	Sell	17,854 -216	-1%	-$5K	0.1%	81
2026 Q1	$420K	Sell	18,070 -3,076	-15%	-$72K	0.12%	72
2025 Q4	$494K	Hold	21,146	–	–	0.14%	60
2025 Q3	$496K	Sell	21,146 -1,231	-6%	-$28.6K	0.16%	59
2025 Q2	$520K	Sell	22,377 -834	-4%	-$19.1K	0.18%	47
2025 Q1	$538K	Buy	23,211 +2,611	+13%	+$59.8K	0.22%	48
2024 Q4	$468K	Buy	20,600 +174	+0.9%	+$4.02K	0.2%	47
2024 Q3	$466K	Hold	20,426	–	–	0.24%	45
2024 Q2	$466K	Buy	+20,426	New	+$463K	0.24%	45

Other funds holding SCHZ

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

PWMG

Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return

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

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

HGWM

Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return

ZRP

Zynergy Retirement Planning Red Bank, New Jersey $184M AUM 16.04% 1-Year Est. Return

TCM

TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return

BDFN

Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Investment Planning Advisors's SCHZ Position: Q2 2026 in Review

Investment Planning Advisors reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 1.2% in Q2 2026, selling an estimated $5K and leaving 17,854 shares worth $413K. The position accounts for 0.1% of the portfolio, ranked #81.

Investment Planning Advisors first reported a position in SCHZ in Q2 2024 and has held it in 9 quarters since. The position peaked at $538K in Q1 2025. 221 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

Investment Planning Advisors held 17,854 shares of Schwab US Aggregate Bond ETF worth $413K as of Q2 2026.
Investment Planning Advisors sold 216 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $5K.
Schwab US Aggregate Bond ETF made up 0.1% of Investment Planning Advisors's portfolio in Q2 2026, its #81 holding.
Investment Planning Advisors first reported a position in Schwab US Aggregate Bond ETF in Q2 2024 and has held it in 9 quarters since.
Investment Planning Advisors's Schwab US Aggregate Bond ETF position peaked at $538K in Q1 2025.
221 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Investment Planning Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.