PSA
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Plum Street Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Plum Street Advisors’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 		$27.8M Buy
1,198,403
+67,462
+6% +$1.58M 9.64% 1
2025
Q4 		$26.4M Buy
1,130,941
+138,845
+14% +$3.26M 9.41% 1
2025
Q3 		$23.3M Buy
992,096
+63,215
+7% +$1.47M 8.99% 1
2025
Q2 		$21.6M Sell
928,881
-20,186
-2% -$463K 9.52% 1
2025
Q1 		$22M Buy
949,067
+3,006
+0.3% +$68.9K 10.59% 1
2024
Q4 		$21.5M Buy
946,061
+96,659
+11% +$2.23M 10.6% 1
2024
Q3 		$20.2M Buy
849,402
+73,578
+9% +$1.72M 10.22% 2
2024
Q2 		$17.7M Sell
775,824
-73,578
-9% -$1.67M 10.31% 2
2024
Q1 		$20.2M Buy
849,402
+236,220
+39% +$5.43M 10.22% 2
2023
Q4 		$14.3M Buy
+613,182
New +$13.7M 9.52% 2

Other funds holding SCHZ

JP Morgan Chase
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 $3.64B AUM 14.73% 1-Year Est. Return
Ameriprise
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
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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 $374B AUM 17.66% 1-Year Est. Return