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Investment Research Partners’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Investment Research 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
2026
Q2 		$1.18M Buy
50,800
+11,486
+29% +$266K 0.4% 54
2026
Q1 		$913K Buy
39,314
+2,714
+7% +$63.5K 0.37% 64
2025
Q4 		$855K Buy
36,600
+1,957
+6% +$46K 0.37% 65
2025
Q3 		$817K Buy
+34,643
New +$805K 0.37% 65

Other funds holding SCHZ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
PWMG
Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Investment Research Partners's SCHZ Position: Q2 2026 in Review

Investment Research Partners increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 29% in Q2 2026, buying an estimated $266K and bringing the position to 50,800 shares worth $1.18M. The position accounts for 0.4% of the portfolio, ranked #54.

Investment Research Partners first reported a position in SCHZ in Q3 2025 and has held it in 4 quarters since. 558 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Investment Research Partners held 50,800 shares of Schwab US Aggregate Bond ETF worth $1.18M as of Q2 2026.
  • Investment Research Partners bought 11,486 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $266K.
  • Schwab US Aggregate Bond ETF made up 0.4% of Investment Research Partners's portfolio in Q2 2026, its #54 holding.
  • Investment Research Partners first reported a position in Schwab US Aggregate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 558 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Investment Research Partners's 13F filing for Q2 2026, filed 4 Aug 2026.