Mission Creek Capital Partners’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Mission Creek Capital 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	$954K	Sell	41,104 -280	-0.7%	-$6.55K	0.19%	105
2025 Q4	$967K	Sell	41,384 -1,051	-2%	-$24.7K	0.2%	104
2025 Q3	$996K	Sell	42,435 -510	-1%	-$11.8K	0.2%	103
2025 Q2	$998K	Sell	42,945 -140	-0.3%	-$3.21K	0.22%	92
2025 Q1	$998K	Sell	43,085 -523	-1%	-$12K	0.24%	94
2024 Q4	$990K	Sell	43,608 -1,220	-3%	-$28.2K	0.22%	111
2024 Q3	$1.07M	Sell	44,828 -176	-0.4%	-$4.12K	0.25%	104
2024 Q2	$1.03M	Sell	45,004 -71,608	-61%	-$1.62M	0.26%	99
2024 Q1	$2.68M	Sell	116,612 -44,878	-28%	-$1.03M	0.7%	39
2023 Q4	$3.76M	Sell	161,490 -37,916	-19%	-$848K	0.97%	19
2023 Q3	$4.41M	Sell	199,406 -9,134	-4%	-$207K	1.48%	9
2023 Q2	$4.81M	Sell	208,540 -36,470	-15%	-$849K	1.55%	7
2023 Q1	$5.75M	Sell	245,010 -72,152	-23%	-$1.68M	1.95%	5
2022 Q4	$7.24M	Sell	317,162 -50,144	-14%	-$1.14M	2.59%	2
2022 Q3	$8.32M	Sell	367,306 -9,904	-3%	-$236K	3.15%	2
2022 Q2	$9.03M	Sell	377,210 -4,930	-1%	-$119K	3.02%	3
2022 Q1	$9.66M	Sell	382,140 -6,682	-2%	-$174K	2.58%	3
2021 Q4	$10.5M	Sell	388,822 -1,568	-0.4%	-$42.4K	2.08%	7
2021 Q3	$10.6M	Sell	390,390 -188	-0%	-$5.16K	1.97%	7
2021 Q2	$10.7M	Sell	390,578 -862	-0.2%	-$23.4K	1.72%	9
2021 Q1	$10.6M	Sell	391,440 -1,290	-0.3%	-$35.4K	1.57%	5
2020 Q4	$11M	Sell	392,730 -1,886	-0.5%	-$52.7K	3.37%	3
2020 Q3	$11.1M	Sell	394,616 -7,494	-2%	-$211K	4.36%	2
2020 Q2	$11.3M	Sell	402,110 -3,204	-0.8%	-$89.1K	5.93%	2
2020 Q1	$11M	Buy	+405,314	New	+$10.9M	5.91%	3

Other funds holding SCHZ

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 $4.02B AUM 20% 1-Year Est. Return

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 Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Mission Creek Capital Partners's SCHZ Position: Q1 2026 in Review

Mission Creek Capital Partners reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 0.68% in Q1 2026, selling an estimated $6.55K and leaving 41,104 shares worth $954K. The position accounts for 0.19% of the portfolio, ranked #105.

Mission Creek Capital Partners first reported a position in SCHZ in Q1 2020 and has held it in 25 quarters since. The position peaked at $11.3M in Q2 2020. 664 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

Mission Creek Capital Partners held 41,104 shares of Schwab US Aggregate Bond ETF worth $954K as of Q1 2026.
Mission Creek Capital Partners sold 280 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $6.55K.
Schwab US Aggregate Bond ETF made up 0.19% of Mission Creek Capital Partners's portfolio in Q1 2026, its #105 holding.
Mission Creek Capital Partners first reported a position in Schwab US Aggregate Bond ETF in Q1 2020 and has held it in 25 quarters since.
Mission Creek Capital Partners's Schwab US Aggregate Bond ETF position peaked at $11.3M in Q2 2020.
664 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on Mission Creek Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.