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 Q3	$133	Buy	6 +3	+100%	+$68	﹤0.01%	367
2026 Q2	$69	Sell	3 -1	-25%	-$23	﹤0.01%	347
2026 Q1	$93	Hold	4	–	–	﹤0.01%	286
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	$2.82K	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

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Zynergy Retirement Planning Red Bank, New Jersey $187M AUM 7.78% 1-Year Est. Return

Financial Life Advisors San Antonio, Texas $352M AUM 8.42% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Mokosak Advisory Group Urbandale, Iowa $454M AUM 14.41% 1-Year Est. Return

TSA Wealth Management Houston, Texas $356M AUM 14.81% 1-Year Est. Return

Asset Allocation Strategies Farmington, Michigan $668M AUM 11.11% 1-Year Est. Return

Kings Path Partners's SCHZ Position: Q3 2026 in Review

Kings Path Partners increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 100% in Q3 2026, buying an estimated $68 and bringing the position to 6 shares worth $133. The position accounts for ﹤0.01% of the portfolio, ranked #367.

Kings Path Partners first reported a position in SCHZ in Q2 2024 and has held it in 10 quarters since. The position peaked at $5.7K in Q3 2025. 262 funds tracked by Wall St. Rank hold SCHZ as of Q3 2026.

Kings Path Partners held 6 shares of Schwab US Aggregate Bond ETF worth $133 as of Q3 2026.
Kings Path Partners bought 3 Schwab US Aggregate Bond ETF shares in Q3 2026, an estimated $68.
Schwab US Aggregate Bond ETF made up ﹤0.01% of Kings Path Partners's portfolio in Q3 2026, its #367 holding.
Kings Path Partners first reported a position in Schwab US Aggregate Bond ETF in Q2 2024 and has held it in 10 quarters since.
Kings Path Partners's Schwab US Aggregate Bond ETF position peaked at $5.7K in Q3 2025.
262 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2026.

Based on Kings Path Partners's 13F filing for Q3 2026, filed 21 Oct 2026.