Kings Path Partners’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Kings Path 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	$69	Sell	3 -1	-25%	-$23	﹤0.01%	347
2026 Q1	$93	Hold	4	–	–	﹤0.01%	290
2025 Q4	$93	Sell	4 -239	-98%	-$5.61K	﹤0.01%	290
2025 Q3	$5.7K	Buy	243 +241	+12,050%	+$5.6K	﹤0.01%	254
2025 Q2	$46	Sell	2 -123	-98%	-$2.82K	﹤0.01%	281
2025 Q1	$2.9K	Buy	125 +1	+0.8%	+$23	﹤0.01%	235
2024 Q4	$2.81K	Hold	124	–	–	﹤0.01%	264
2024 Q3	$2.95K	Hold	124	–	–	﹤0.01%	273
2024 Q2	$2.83K	Buy	+124	New	+$2.81K	﹤0.01%	254

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

ZRP

Zynergy Retirement Planning Red Bank, New Jersey $184M AUM 16.04% 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

RWP

Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return

AFP

Arnold Financial Planning Hiawatha, Iowa $134M AUM

CWS

Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return

Kings Path Partners's SCHZ Position: Q2 2026 in Review

Kings Path Partners reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 25% in Q2 2026, selling an estimated $23 and leaving 3 shares worth $69. The position accounts for ﹤0.01% of the portfolio, ranked #347.

Kings Path Partners first reported a position in SCHZ in Q2 2024 and has held it in 9 quarters since. The position peaked at $5.7K in Q3 2025. 163 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

Kings Path Partners held 3 shares of Schwab US Aggregate Bond ETF worth $69 as of Q2 2026.
Kings Path Partners sold 1 Schwab US Aggregate Bond ETF share in Q2 2026, an estimated $23.
Schwab US Aggregate Bond ETF made up ﹤0.01% of Kings Path Partners's portfolio in Q2 2026, its #347 holding.
Kings Path Partners first reported a position in Schwab US Aggregate Bond ETF in Q2 2024 and has held it in 9 quarters since.
Kings Path Partners's Schwab US Aggregate Bond ETF position peaked at $5.7K in Q3 2025.
163 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Kings Path Partners's 13F filing for Q2 2026, filed 14 Jul 2026.