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

&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 		$865K Buy
37,376
+6,498
+21% +$150K ﹤0.01% 1499
2026
Q1 		$716K Buy
30,878
+19,858
+180% +$465K ﹤0.01% 1488
2025
Q4 		$275K Buy
+11,020
New +$259K ﹤0.01% 1962
2025
Q2 		– Sell
-16,613
Closed -$386K – 2031
2025
Q1 		$386K Buy
16,613
+104
+0.6% +$2.38K ﹤0.01% 1267
2024
Q4 		$374K Buy
+16,509
New +$381K ﹤0.01% 1214

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 $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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

&Partners's SCHZ Position: Q2 2026 in Review

&Partners increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 21% in Q2 2026, buying an estimated $150K and bringing the position to 37,376 shares worth $865K. The position accounts for ﹤0.01% of the portfolio, ranked #1499.

&Partners first reported a position in SCHZ in Q4 2024 and has held it in 5 quarters since. 668 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • &Partners held 37,376 shares of Schwab US Aggregate Bond ETF worth $865K as of Q2 2026.
  • &Partners bought 6,498 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $150K.
  • Schwab US Aggregate Bond ETF made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1499 holding.
  • &Partners first reported a position in Schwab US Aggregate Bond ETF in Q4 2024 and has held it in 5 quarters since.
  • 668 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.