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Plan A Wealth’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Plan A Wealth’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 		$981K Buy
42,391
+2,204
+5% +$51K 0.42% 29
2026
Q1 		$933K Buy
40,187
+7,074
+21% +$166K 0.45% 26
2025
Q4 		$774K Buy
33,113
+637
+2% +$15K 0.38% 32
2025
Q3 		$762K Buy
32,476
+3,186
+11% +$74K 0.39% 31
2025
Q2 		$681K Buy
29,290
+8,577
+41% +$197K 0.39% 43
2025
Q1 		$480K Buy
20,713
+2,576
+14% +$59K 0.37% 47
2024
Q4 		$412K Buy
+18,137
New +$419K 0.38% 48

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

Plan A Wealth's SCHZ Position: Q2 2026 in Review

Plan A Wealth increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 5.5% in Q2 2026, buying an estimated $51K and bringing the position to 42,391 shares worth $981K. The position accounts for 0.42% of the portfolio, ranked #29.

Plan A Wealth first reported a position in SCHZ in Q4 2024 and has held it in 7 quarters since. 668 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Plan A Wealth held 42,391 shares of Schwab US Aggregate Bond ETF worth $981K as of Q2 2026.
  • Plan A Wealth bought 2,204 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $51K.
  • Schwab US Aggregate Bond ETF made up 0.42% of Plan A Wealth's portfolio in Q2 2026, its #29 holding.
  • Plan A Wealth first reported a position in Schwab US Aggregate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 668 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Plan A Wealth's 13F filing for Q2 2026, filed 14 Jul 2026.