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Meridian Wealth Partners’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Meridian Wealth 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
Q1 		$314K Sell
13,507
-1,869
-12% -$43.7K 0.04% 86
2025
Q4 		$359K Sell
15,376
-1,105
-7% -$25.9K 0.05% 78
2025
Q3 		$387K Sell
16,481
-12,651
-43% -$294K 0.05% 75
2025
Q2 		$677K Sell
29,132
-605
-2% -$13.9K 0.1% 50
2025
Q1 		$689K Buy
29,737
+115
+0.4% +$2.63K 0.11% 48
2024
Q4 		$672K Buy
29,622
+26
+0.1% +$601 0.1% 51
2024
Q3 		$703K Sell
29,596
-212
-0.7% -$4.96K 0.11% 48
2024
Q2 		$679K Sell
29,808
-248
-0.8% -$5.62K 0.12% 45
2024
Q1 		$691K Sell
30,056
-346
-1% -$7.96K 0.12% 45
2023
Q4 		$709K Sell
30,402
-1,318
-4% -$29.5K 0.14% 43
2023
Q3 		$701K Sell
31,720
-162
-0.5% -$3.67K 0.15% 40
2023
Q2 		$736K Sell
31,882
-11,898
-27% -$277K 0.15% 39
2023
Q1 		$1.03M Buy
43,780
+480
+1% +$11.2K 0.22% 32
2022
Q4 		$988K Sell
43,300
-242
-0.6% -$5.51K 0.23% 32
2022
Q3 		$986K Buy
43,542
+174
+0.4% +$4.14K 0.25% 31
2022
Q2 		$1.04M Buy
43,368
+170
+0.4% +$4.12K 0.25% 29
2022
Q1 		$1.09M Buy
43,198
+616
+1% +$16K 0.23% 32
2021
Q4 		$1.15M Buy
42,582
+1,810
+4% +$48.9K 0.23% 31
2021
Q3 		$1.11M Buy
40,772
+2,862
+8% +$78.5K 0.24% 30
2021
Q2 		$1.03M Buy
37,910
+12,270
+48% +$333K 0.24% 31
2021
Q1 		$692K Buy
25,640
+64
+0.3% +$1.76K 0.21% 35
2020
Q4 		$717K Buy
25,576
+3,852
+18% +$108K 0.3% 29
2020
Q3 		$609K Buy
21,724
+4,984
+30% +$141K 0.31% 29
2020
Q2 		$471K Buy
16,740
+2,422
+17% +$67.4K 0.25% 33
2020
Q1 		$389K Buy
14,318
+2,520
+21% +$68.1K 0.23% 35
2019
Q4 		$315K Buy
+11,798
New +$316K 0.2% 36

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

Meridian Wealth Partners's SCHZ Position: Q1 2026 in Review

Meridian Wealth Partners reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 12% in Q1 2026, selling an estimated $43.7K and leaving 13,507 shares worth $314K. The position accounts for 0.04% of the portfolio, ranked #86.

Meridian Wealth Partners first reported a position in SCHZ in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.15M in Q4 2021. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • Meridian Wealth Partners held 13,507 shares of Schwab US Aggregate Bond ETF worth $314K as of Q1 2026.
  • Meridian Wealth Partners sold 1,869 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $43.7K.
  • Schwab US Aggregate Bond ETF made up 0.04% of Meridian Wealth Partners's portfolio in Q1 2026, its #86 holding.
  • Meridian Wealth Partners first reported a position in Schwab US Aggregate Bond ETF in Q4 2019 and has held it in 26 quarters since.
  • Meridian Wealth Partners's Schwab US Aggregate Bond ETF position peaked at $1.15M in Q4 2021.
  • 662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on Meridian Wealth Partners's 13F filing for Q1 2026, filed 14 May 2026.