RCS Financial Planning’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

RCS Financial Planning’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	$800K	Sell	34,461 -3,960	-10%	-$92.7K	0.42%	46
2025 Q4	$898K	Sell	38,421 -1,770	-4%	-$41.6K	0.39%	49
2025 Q3	$943K	Sell	40,191 -635	-2%	-$14.8K	0.42%	43
2025 Q2	$949K	Buy	40,826 +1,974	+5%	+$45.3K	0.47%	38
2025 Q1	$900K	Buy	38,852 +10,621	+38%	+$243K	0.47%	38
2024 Q4	$641K	Buy	28,231 +10,729	+61%	+$248K	0.34%	46
2024 Q3	$416K	Sell	17,502 -904	-5%	-$21.2K	0.23%	53
2024 Q2	$419K	Buy	18,406 +178	+1%	+$4.03K	0.25%	54
2024 Q1	$419K	Sell	18,228 -3,290	-15%	-$75.6K	0.26%	55
2023 Q4	$502K	Buy	+21,518	New	+$481K	0.33%	44

Other funds holding SCHZ

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 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 Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RCS Financial Planning's SCHZ Position: Q1 2026 in Review

RCS Financial Planning reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 10% in Q1 2026, selling an estimated $92.7K and leaving 34,461 shares worth $800K. The position accounts for 0.42% of the portfolio, ranked #46.

RCS Financial Planning first reported a position in SCHZ in Q4 2023 and has held it in 10 quarters since. The position peaked at $949K in Q2 2025. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

RCS Financial Planning held 34,461 shares of Schwab US Aggregate Bond ETF worth $800K as of Q1 2026.
RCS Financial Planning sold 3,960 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $92.7K.
Schwab US Aggregate Bond ETF made up 0.42% of RCS Financial Planning's portfolio in Q1 2026, its #46 holding.
RCS Financial Planning first reported a position in Schwab US Aggregate Bond ETF in Q4 2023 and has held it in 10 quarters since.
RCS Financial Planning's Schwab US Aggregate Bond ETF position peaked at $949K in Q2 2025.
662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on RCS Financial Planning's 13F filing for Q1 2026, filed 21 Apr 2026.