QWP
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Quotient Wealth Partners’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Quotient Wealth 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
2025
Q2 		– Sell
-18,371
Closed -$425K – 351
2025
Q1 		$425K Buy
+18,371
New +$421K 0.01% 196

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Quotient Wealth Partners's SCHZ Position: Q2 2025 in Review

Quotient Wealth Partners sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2025, closing a stake of 18,371 shares — an estimated $425K sold.

Quotient Wealth Partners first reported a position in SCHZ in Q1 2025 and held it in 1 quarter. The position peaked at $425K in Q1 2025. 641 funds tracked by Wall St. Rank hold SCHZ as of Q2 2025.

  • Quotient Wealth Partners reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Quotient Wealth Partners sold 18,371 Schwab US Aggregate Bond ETF shares in Q2 2025, an estimated $425K.
  • Quotient Wealth Partners first reported a position in Schwab US Aggregate Bond ETF in Q1 2025 and held it in 1 quarter.
  • Quotient Wealth Partners's Schwab US Aggregate Bond ETF position peaked at $425K in Q1 2025.
  • 641 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2025.

Based on Quotient Wealth Partners's 13F filing for Q2 2025, filed 29 Jul 2025.