Partners in Financial Planning’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Partners in Financial Planning’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	$311K	Buy	13,387 +93	+0.7%	+$2.18K	0.05%	99
2025 Q4	$311K	Buy	13,294 +176	+1%	+$4.13K	0.05%	96
2025 Q3	$308K	Buy	13,118 +132	+1%	+$3.07K	0.05%	92
2025 Q2	$302K	Buy	12,986 +132	+1%	+$3.03K	0.06%	92
2025 Q1	$298K	Sell	12,854 -428	-3%	-$9.8K	0.06%	85
2024 Q4	$301K	Sell	13,282 -518	-4%	-$12K	0.06%	86
2024 Q3	$328K	Sell	13,800 -556	-4%	-$13K	0.07%	84
2024 Q2	$327K	Buy	14,356 +936	+7%	+$21.2K	0.07%	82
2024 Q1	$309K	Sell	13,420 -792	-6%	-$18.2K	0.07%	85
2023 Q4	$331K	Buy	+14,212	New	+$318K	0.08%	77

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 $4.02B AUM 20% 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 $103B AUM 28.65% 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 $424B AUM 22.96% 1-Year Est. Return

Partners in Financial Planning's SCHZ Position: Q1 2026 in Review

Partners in Financial Planning increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 0.7% in Q1 2026, buying an estimated $2.18K and bringing the position to 13,387 shares worth $311K. The position accounts for 0.05% of the portfolio, ranked #99.

Partners in Financial Planning first reported a position in SCHZ in Q4 2023 and has held it in 10 quarters since. The position peaked at $331K in Q4 2023. 665 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

Partners in Financial Planning held 13,387 shares of Schwab US Aggregate Bond ETF worth $311K as of Q1 2026.
Partners in Financial Planning bought 93 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $2.18K.
Schwab US Aggregate Bond ETF made up 0.05% of Partners in Financial Planning's portfolio in Q1 2026, its #99 holding.
Partners in Financial Planning first reported a position in Schwab US Aggregate Bond ETF in Q4 2023 and has held it in 10 quarters since.
Partners in Financial Planning's Schwab US Aggregate Bond ETF position peaked at $331K in Q4 2023.
665 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on Partners in Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.