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Keystone Global Partners’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Keystone Global 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
Q3 		– Sell
-8,806
Closed -$205K – 132
2025
Q2 		$205K Sell
8,806
-3,116
-26% -$71.5K 0.11% 52
2025
Q1 		$276K Buy
+11,922
New +$273K 0.19% 49

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Keystone Global Partners's SCHZ Position: Q3 2025 in Review

Keystone Global Partners sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q3 2025, closing a stake of 8,806 shares — an estimated $205K sold.

Keystone Global Partners first reported a position in SCHZ in Q1 2025 and held it in 2 quarters. The position peaked at $276K in Q1 2025. 630 funds tracked by Wall St. Rank hold SCHZ as of Q3 2025.

  • Keystone Global Partners reported no remaining Schwab US Aggregate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Keystone Global Partners sold 8,806 Schwab US Aggregate Bond ETF shares in Q3 2025, an estimated $205K.
  • Keystone Global Partners first reported a position in Schwab US Aggregate Bond ETF in Q1 2025 and held it in 2 quarters.
  • Keystone Global Partners's Schwab US Aggregate Bond ETF position peaked at $276K in Q1 2025.
  • 630 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2025.

Based on Keystone Global Partners's 13F filing for Q3 2025, filed 20 Oct 2025.