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Legacy Financial Strategies’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Legacy Financial Strategies’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
-22,576
Closed -$525K – 140
2025
Q2 		$525K Buy
22,576
+229
+1% +$5.25K 0.1% 77
2025
Q1 		$518K Sell
22,347
-2,928
-12% -$67.1K 0.11% 69
2024
Q4 		$574K Buy
25,275
+331
+1% +$7.65K 0.12% 67
2024
Q3 		$593K Buy
+24,944
New +$584K 0.13% 66

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
TWP
Total Wealth Planning Cincinnati, Ohio $46.7M AUM 13.43% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Legacy Financial Strategies's SCHZ Position: Q3 2025 in Review

Legacy Financial Strategies sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q3 2025, closing a stake of 22,576 shares — an estimated $525K sold.

Legacy Financial Strategies first reported a position in SCHZ in Q3 2024 and held it in 4 quarters. The position peaked at $593K in Q3 2024. 630 funds tracked by Wall St. Rank hold SCHZ as of Q3 2025.

  • Legacy Financial Strategies reported no remaining Schwab US Aggregate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Legacy Financial Strategies sold 22,576 Schwab US Aggregate Bond ETF shares in Q3 2025, an estimated $525K.
  • Legacy Financial Strategies first reported a position in Schwab US Aggregate Bond ETF in Q3 2024 and held it in 4 quarters.
  • Legacy Financial Strategies's Schwab US Aggregate Bond ETF position peaked at $593K in Q3 2024.
  • 630 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2025.

Based on Legacy Financial Strategies's 13F filing for Q3 2025, filed 6 Nov 2025.