Parkshore Wealth Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Parkshore Wealth Management’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	–	Sell	-9,706	Closed	-$227K	–	71
2025 Q4	$227K	Sell	9,706 -308	-3%	-$7.23K	0.09%	64
2025 Q3	$235K	Buy	10,014 +6	+0.1%	+$139	0.1%	62
2025 Q2	$233K	Sell	10,008 -1,542	-13%	-$35.4K	0.11%	60
2025 Q1	$267K	Sell	11,550 -1	-0%	-$23	0.16%	56
2024 Q4	$262K	Buy	+11,551	New	+$267K	0.16%	59

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

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

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Parkshore Wealth Management's SCHZ Position: Q1 2026 in Review

Parkshore Wealth Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2026, closing a stake of 9,706 shares — an estimated $227K sold.

Parkshore Wealth Management first reported a position in SCHZ in Q4 2024 and held it in 5 quarters. The position peaked at $267K in Q1 2025. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

Parkshore Wealth Management reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2026 after selling out during the quarter.
Parkshore Wealth Management sold 9,706 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $227K.
Parkshore Wealth Management first reported a position in Schwab US Aggregate Bond ETF in Q4 2024 and held it in 5 quarters.
Parkshore Wealth Management's Schwab US Aggregate Bond ETF position peaked at $267K in Q1 2025.
662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on Parkshore Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.