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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
Q3 		$953K Buy
43,101
+710
+2% +$16.1K 0.34% 34
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

PWMG
Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return
ZRP
Zynergy Retirement Planning Red Bank, New Jersey $187M AUM 7.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
CFG
Cassilly Financial Group Severna Park, Maryland $149M AUM 10.73% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
FD
Financial Designs Claremont, California $194M AUM 10.52% 1-Year Est. Return
DCM
Dorato Capital Management Denver, Colorado $150M AUM 18.53% 1-Year Est. Return

Plan A Wealth's SCHZ Position: Q3 2026 in Review

Plan A Wealth increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 1.7% in Q3 2026, buying an estimated $16.1K and bringing the position to 43,101 shares worth $953K. The position accounts for 0.34% of the portfolio, ranked #34.

Plan A Wealth first reported a position in SCHZ in Q4 2024 and has held it in 8 quarters since. The position peaked at $981K in Q2 2026. 47 funds tracked by Wall St. Rank hold SCHZ as of Q3 2026.

  • Plan A Wealth held 43,101 shares of Schwab US Aggregate Bond ETF worth $953K as of Q3 2026.
  • Plan A Wealth bought 710 Schwab US Aggregate Bond ETF shares in Q3 2026, an estimated $16.1K.
  • Schwab US Aggregate Bond ETF made up 0.34% of Plan A Wealth's portfolio in Q3 2026, its #34 holding.
  • Plan A Wealth first reported a position in Schwab US Aggregate Bond ETF in Q4 2024 and has held it in 8 quarters since.
  • Plan A Wealth's Schwab US Aggregate Bond ETF position peaked at $981K in Q2 2026.
  • 47 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2026.

Based on Plan A Wealth's 13F filing for Q3 2026, filed 8 Oct 2026.