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Maripau Wealth Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Maripau Wealth Management’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 		$780K Buy
33,599
+142
+0.4% +$3.32K 0.34% 62
2025
Q4 		$782K Sell
33,457
-4,265
-11% -$100K 0.36% 60
2025
Q3 		$885K Buy
37,722
+455
+1% +$10.6K 0.45% 51
2025
Q2 		$866K Sell
37,267
-7,292
-16% -$167K 0.44% 54
2025
Q1 		$1.03M Sell
44,559
-9,271
-17% -$212K 0.59% 42
2024
Q4 		$1.22M Sell
53,830
-18,256
-25% -$422K 0.72% 33
2024
Q3 		$1.71M Sell
72,086
-5,202
-7% -$122K 1.48% 21
2024
Q2 		$1.76M Buy
77,288
+2,334
+3% +$52.9K 1.2% 20
2024
Q1 		$1.72M Sell
74,954
-2,834
-4% -$65.2K 1.29% 17
2023
Q4 		$1.81M Sell
77,788
-15,708
-17% -$351K 1.58% 14
2023
Q3 		$2.07M Buy
93,496
+1,050
+1% +$23.8K 1.9% 13
2023
Q2 		$2.13M Buy
92,446
+12,756
+16% +$297K 1.9% 17
2023
Q1 		$1.87M Sell
79,690
-2,710
-3% -$63.1K 1.94% 15
2022
Q4 		$1.95M Buy
82,400
+18,796
+30% +$428K 2.03% 14
2022
Q3 		$1.42M Buy
63,604
+1,304
+2% +$31K 1.53% 17
2022
Q2 		$1.53M Sell
62,300
-9,484
-13% -$230K 1.65% 16
2022
Q1 		$1.74M Buy
71,784
+15,238
+27% +$396K 1.57% 16
2021
Q4 		$1.46M Buy
+56,546
New +$1.53M 1.38% 18

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

Maripau Wealth Management's SCHZ Position: Q1 2026 in Review

Maripau Wealth Management increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 0.42% in Q1 2026, buying an estimated $3.32K and bringing the position to 33,599 shares worth $780K. The position accounts for 0.34% of the portfolio, ranked #62.

Maripau Wealth Management first reported a position in SCHZ in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.13M in Q2 2023. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • Maripau Wealth Management held 33,599 shares of Schwab US Aggregate Bond ETF worth $780K as of Q1 2026.
  • Maripau Wealth Management bought 142 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $3.32K.
  • Schwab US Aggregate Bond ETF made up 0.34% of Maripau Wealth Management's portfolio in Q1 2026, its #62 holding.
  • Maripau Wealth Management first reported a position in Schwab US Aggregate Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • Maripau Wealth Management's Schwab US Aggregate Bond ETF position peaked at $2.13M in Q2 2023.
  • 662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on Maripau Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.