NewSquare Capital’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

NewSquare Capital’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	-6	Closed	-$139	–	1045
2025 Q2	$139	Hold	6	–	–	﹤0.01%	1263
2025 Q1	$139	Hold	6	–	–	﹤0.01%	1126
2024 Q4	$136	Buy	+6	New	+$139	﹤0.01%	880
2018 Q4	–	Sell	-440	Closed	-$11K	–	355
2018 Q3	$11K	Hold	440	–	–	﹤0.01%	242
2018 Q2	$11K	Buy	+440	New	+$11.1K	﹤0.01%	236
2018 Q1	–	Sell	-510	Closed	-$13K	–	347
2017 Q4	$13K	Hold	510	–	–	﹤0.01%	220
2017 Q3	$13K	Hold	510	–	–	﹤0.01%	195
2017 Q2	$13K	Hold	510	–	–	﹤0.01%	183
2017 Q1	$13K	Hold	510	–	–	﹤0.01%	184
2016 Q4	$13K	Hold	510	–	–	﹤0.01%	198
2016 Q3	$14K	Sell	510 -1,010	-66%	-$27.1K	﹤0.01%	232
2016 Q2	$41K	Buy	1,520 +50	+3%	+$1.32K	0.01%	171
2016 Q1	$39K	Buy	+1,470	New	+$38.4K	0.01%	176

Other funds holding SCHZ

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 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 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 Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

NewSquare Capital's SCHZ Position: Q3 2025 in Review

NewSquare Capital sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q3 2025, closing a stake of 6 shares — an estimated $139 sold.

NewSquare Capital first reported a position in SCHZ in Q1 2016 and held it in 13 quarters. The position peaked at $41K in Q2 2016. 630 funds tracked by Wall St. Rank hold SCHZ as of Q3 2025.

NewSquare Capital reported no remaining Schwab US Aggregate Bond ETF position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 6 Schwab US Aggregate Bond ETF shares in Q3 2025, an estimated $139.
NewSquare Capital first reported a position in Schwab US Aggregate Bond ETF in Q1 2016 and held it in 13 quarters.
NewSquare Capital's Schwab US Aggregate Bond ETF position peaked at $41K in Q2 2016.
630 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.