One Advisory Partners’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

One Advisory 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 Q3	$261K	Sell	11,822 -7,583	-39%	-$172K	0.07%	63
2026 Q2	$449K	Buy	19,405 +154	+0.8%	+$3.56K	0.12%	50
2026 Q1	$447K	Sell	19,251 -7	-0%	-$164	0.14%	48
2025 Q4	$450K	Hold	19,258	–	–	0.14%	47
2025 Q3	$453K	Sell	19,258 -966	-5%	-$22.4K	0.14%	47
2025 Q2	$466K	Buy	20,224 +825	+4%	+$18.9K	0.16%	43
2025 Q1	$449K	Buy	19,399 +5,875	+43%	+$135K	0.19%	35
2024 Q4	$307K	Hold	13,524	–	–	0.14%	39
2024 Q3	$321K	Sell	13,524 -1,302	-9%	-$30.5K	0.14%	35
2024 Q2	$338K	Buy	14,826 +6,104	+70%	+$138K	0.16%	36
2024 Q1	$201K	Hold	8,722	–	–	0.1%	43
2023 Q4	$203K	Buy	+8,722	New	+$195K	0.11%	42

Other funds holding SCHZ

Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.19B AUM 9.66% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Rational Advisors Huntington, New York $1.08B AUM 5.43% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Horst & Graben Wealth Management Portland, Oregon $767M AUM 13.45% 1-Year Est. Return

Zynergy Retirement Planning Red Bank, New Jersey $187M AUM 7.78% 1-Year Est. Return

Financial Life Advisors San Antonio, Texas $352M AUM 8.42% 1-Year Est. Return

One Advisory Partners's SCHZ Position: Q3 2026 in Review

One Advisory Partners reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 39% in Q3 2026, selling an estimated $172K and leaving 11,822 shares worth $261K. The position accounts for 0.07% of the portfolio, ranked #63.

One Advisory Partners first reported a position in SCHZ in Q4 2023 and has held it in 12 quarters since. The position peaked at $466K in Q2 2025. 452 funds tracked by Wall St. Rank hold SCHZ as of Q3 2026.

One Advisory Partners held 11,822 shares of Schwab US Aggregate Bond ETF worth $261K as of Q3 2026.
One Advisory Partners sold 7,583 Schwab US Aggregate Bond ETF shares in Q3 2026, an estimated $172K.
Schwab US Aggregate Bond ETF made up 0.07% of One Advisory Partners's portfolio in Q3 2026, its #63 holding.
One Advisory Partners first reported a position in Schwab US Aggregate Bond ETF in Q4 2023 and has held it in 12 quarters since.
One Advisory Partners's Schwab US Aggregate Bond ETF position peaked at $466K in Q2 2025.
452 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2026.

Based on One Advisory Partners's 13F filing for Q3 2026, filed 22 Oct 2026.