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

Quartz 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 Q3	$210K	Buy	+9,504	New	+$216K	0.06%	217

Other funds holding SCHZ

Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.19B AUM 9.66% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Rational Advisors Huntington, New York $1.08B AUM 5.43% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Horst & Graben Wealth Management Portland, Oregon $767M AUM 13.45% 1-Year Est. Return

Zynergy Retirement Planning Red Bank, New Jersey $187M AUM 7.78% 1-Year Est. Return

Financial Life Advisors San Antonio, Texas $352M AUM 8.42% 1-Year Est. Return

Quartz Partners's SCHZ Position: Q3 2026 in Review

Quartz Partners opened a new position in Schwab US Aggregate Bond ETF (SCHZ) in Q3 2026: 9,504 shares worth $210K. The stake represents 0.06% of the portfolio and ranks #217 among its holdings.

452 funds tracked by Wall St. Rank hold SCHZ as of Q3 2026.

Quartz Partners held 9,504 shares of Schwab US Aggregate Bond ETF worth $210K as of Q3 2026.
Schwab US Aggregate Bond ETF was a new Quartz Partners position in Q3 2026.
Schwab US Aggregate Bond ETF made up 0.06% of Quartz Partners's portfolio in Q3 2026, its #217 holding.
452 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2026.

Based on Quartz Partners's 13F filing for Q3 2026, filed 3 Nov 2026.