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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
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

CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
PWMG
Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
HGWM
Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return
ZRP
Zynergy Retirement Planning Red Bank, New Jersey $184M AUM 16.04% 1-Year Est. Return
TCM
TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return

One Advisory Partners's SCHZ Position: Q2 2026 in Review

One Advisory Partners increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 0.8% in Q2 2026, buying an estimated $3.56K and bringing the position to 19,405 shares worth $449K. The position accounts for 0.12% of the portfolio, ranked #50.

One Advisory Partners first reported a position in SCHZ in Q4 2023 and has held it in 11 quarters since. The position peaked at $466K in Q2 2025. 254 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • One Advisory Partners held 19,405 shares of Schwab US Aggregate Bond ETF worth $449K as of Q2 2026.
  • One Advisory Partners bought 154 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $3.56K.
  • Schwab US Aggregate Bond ETF made up 0.12% of One Advisory Partners's portfolio in Q2 2026, its #50 holding.
  • One Advisory Partners first reported a position in Schwab US Aggregate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • One Advisory Partners's Schwab US Aggregate Bond ETF position peaked at $466K in Q2 2025.
  • 254 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on One Advisory Partners's 13F filing for Q2 2026, filed 21 Jul 2026.