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Leading Edge Financial Planning’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Leading Edge Financial Planning’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 		$381K Sell
16,480
-11,923
-42% -$276K 0.07% 46
2026
Q1 		$660K Sell
28,403
-98
-0.3% -$2.29K 0.14% 33
2025
Q4 		$666K Sell
28,501
-253
-0.9% -$5.94K 0.15% 33
2025
Q3 		$675K Sell
28,754
-242
-0.8% -$5.62K 0.17% 32
2025
Q2 		$674K Sell
28,996
-2,033
-7% -$46.6K 0.19% 30
2025
Q1 		$719K Buy
31,029
+19
+0.1% +$435 0.22% 29
2024
Q4 		$704K Sell
31,010
-69,456
-69% -$1.6M 0.23% 30
2024
Q3 		$2.39M Sell
100,466
-2,408
-2% -$56.4K 0.8% 15
2024
Q2 		$2.34M Sell
102,874
-14,804
-13% -$336K 0.94% 14
2024
Q1 		$2.71M Sell
117,678
-2,848
-2% -$65.5K 1.2% 13
2023
Q4 		$2.81M Sell
120,526
-10,788
-8% -$241K 1.46% 14
2023
Q3 		$2.9M Sell
131,314
-7,144
-5% -$162K 1.86% 12
2023
Q2 		$3.2M Sell
138,458
-4,558
-3% -$106K 2.09% 10
2023
Q1 		$3.35M Sell
143,016
-4,882
-3% -$114K 2.43% 9
2022
Q4 		$3.38M Buy
+147,898
New +$3.37M 2.92% 8

Other funds holding SCHZ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.23B AUM 15.23% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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

Leading Edge Financial Planning's SCHZ Position: Q2 2026 in Review

Leading Edge Financial Planning reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 42% in Q2 2026, selling an estimated $276K and leaving 16,480 shares worth $381K. The position accounts for 0.07% of the portfolio, ranked #46.

Leading Edge Financial Planning first reported a position in SCHZ in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.38M in Q4 2022. 672 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Leading Edge Financial Planning held 16,480 shares of Schwab US Aggregate Bond ETF worth $381K as of Q2 2026.
  • Leading Edge Financial Planning sold 11,923 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $276K.
  • Schwab US Aggregate Bond ETF made up 0.07% of Leading Edge Financial Planning's portfolio in Q2 2026, its #46 holding.
  • Leading Edge Financial Planning first reported a position in Schwab US Aggregate Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Leading Edge Financial Planning's Schwab US Aggregate Bond ETF position peaked at $3.38M in Q4 2022.
  • 672 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Leading Edge Financial Planning's 13F filing for Q2 2026, filed 6 Aug 2026.