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

Oak Harbor 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 		$17.4K Buy
751
+12
+2% +$281 ﹤0.01% 248
2025
Q4 		$17.3K Buy
739
+704
+2,011% +$16.5K ﹤0.01% 242
2025
Q3 		$821 Buy
+35
New +$813 ﹤0.01% 252

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

Oak Harbor Wealth Partners's SCHZ Position: Q1 2026 in Review

Oak Harbor Wealth Partners increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 1.6% in Q1 2026, buying an estimated $281 and bringing the position to 751 shares worth $17.4K. The position accounts for ﹤0.01% of the portfolio, ranked #248.

Oak Harbor Wealth Partners first reported a position in SCHZ in Q3 2025 and has held it in 3 quarters since. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • Oak Harbor Wealth Partners held 751 shares of Schwab US Aggregate Bond ETF worth $17.4K as of Q1 2026.
  • Oak Harbor Wealth Partners bought 12 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $281.
  • Schwab US Aggregate Bond ETF made up ﹤0.01% of Oak Harbor Wealth Partners's portfolio in Q1 2026, its #248 holding.
  • Oak Harbor Wealth Partners first reported a position in Schwab US Aggregate Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.