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

ORG 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
2025 Q4	$275K	Buy	11,746 +1,695	+17%	+$39.8K	0.05%	279
2025 Q3	$236K	Buy	10,051 +729	+8%	+$16.9K	0.04%	314
2025 Q2	$216K	Buy	9,322 +719	+8%	+$16.5K	0.05%	306
2025 Q1	$199K	Sell	8,603 -8,716	-50%	-$200K	0.05%	282
2024 Q4	$393K	Sell	17,319 -5,507	-24%	-$127K	0.05%	216
2024 Q3	$542K	Sell	22,826 -175,180	-88%	-$4.1M	0.09%	158
2024 Q2	$4.47M	Buy	+198,006	New	+$4.49M	0.56%	38
2024 Q1	–	Sell	-183,226	Closed	-$4.27M	–	987
2023 Q4	$4.27M	Buy	183,226 +175,774	+2,359%	+$3.93M	0.71%	35
2023 Q3	$165K	Sell	7,452 -175,636	-96%	-$3.98M	0.05%	313
2023 Q2	$4.2M	Buy	183,088 +23,062	+14%	+$537K	0.68%	31
2023 Q1	$3.76M	Buy	+160,026	New	+$3.72M	0.92%	31

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 $3.64B AUM 14.73% 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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

ORG Partners's SCHZ Position: Q4 2025 in Review

ORG Partners increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 17% in Q4 2025, buying an estimated $39.8K and bringing the position to 11,746 shares worth $275K. The position accounts for 0.05% of the portfolio, ranked #279.

ORG Partners first reported a position in SCHZ in Q1 2023 and has held it in 11 quarters since. The position peaked at $4.47M in Q2 2024. 667 funds tracked by Wall St. Rank hold SCHZ as of Q4 2025.

ORG Partners held 11,746 shares of Schwab US Aggregate Bond ETF worth $275K as of Q4 2025.
ORG Partners bought 1,695 Schwab US Aggregate Bond ETF shares in Q4 2025, an estimated $39.8K.
Schwab US Aggregate Bond ETF made up 0.05% of ORG Partners's portfolio in Q4 2025, its #279 holding.
ORG Partners first reported a position in Schwab US Aggregate Bond ETF in Q1 2023 and has held it in 11 quarters since.
ORG Partners's Schwab US Aggregate Bond ETF position peaked at $4.47M in Q2 2024.
667 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.