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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
Q2 		$315K Buy
13,625
+238
+2% +$5.51K 0.05% 105
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.23B AUM 15.23% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Partners in Financial Planning's SCHZ Position: Q2 2026 in Review

Partners in Financial Planning increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 1.8% in Q2 2026, buying an estimated $5.51K and bringing the position to 13,625 shares worth $315K. The position accounts for 0.05% of the portfolio, ranked #105.

Partners in Financial Planning first reported a position in SCHZ in Q4 2023 and has held it in 11 quarters since. The position peaked at $331K in Q4 2023. 673 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Partners in Financial Planning held 13,625 shares of Schwab US Aggregate Bond ETF worth $315K as of Q2 2026.
  • Partners in Financial Planning bought 238 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $5.51K.
  • Schwab US Aggregate Bond ETF made up 0.05% of Partners in Financial Planning's portfolio in Q2 2026, its #105 holding.
  • Partners in Financial Planning first reported a position in Schwab US Aggregate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Partners in Financial Planning's Schwab US Aggregate Bond ETF position peaked at $331K in Q4 2023.
  • 673 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Partners in Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.