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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
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 $1.56T AUM 27.86% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $49.2B AUM 14.31% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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 $374B AUM 17.66% 1-Year Est. Return

Leading Edge Financial Planning's SCHZ Position: Q1 2026 in Review

Leading Edge Financial Planning reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 0.34% in Q1 2026, selling an estimated $2.29K and leaving 28,403 shares worth $660K. The position accounts for 0.14% of the portfolio, ranked #33.

Leading Edge Financial Planning first reported a position in SCHZ in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.38M in Q4 2022. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • Leading Edge Financial Planning held 28,403 shares of Schwab US Aggregate Bond ETF worth $660K as of Q1 2026.
  • Leading Edge Financial Planning sold 98 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $2.29K.
  • Schwab US Aggregate Bond ETF made up 0.14% of Leading Edge Financial Planning's portfolio in Q1 2026, its #33 holding.
  • Leading Edge Financial Planning first reported a position in Schwab US Aggregate Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • Leading Edge Financial Planning's Schwab US Aggregate Bond ETF position peaked at $3.38M in Q4 2022.
  • 662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on Leading Edge Financial Planning's 13F filing for Q1 2026, filed 12 May 2026.