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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
Q2 		$814K Buy
35,174
+713
+2% +$16.5K 0.39% 47
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.23B AUM 15.23% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 $56.3B AUM 17.83% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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 $424B AUM 22.96% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

RCS Financial Planning's SCHZ Position: Q2 2026 in Review

RCS Financial Planning increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 2.1% in Q2 2026, buying an estimated $16.5K and bringing the position to 35,174 shares worth $814K. The position accounts for 0.39% of the portfolio, ranked #47.

RCS Financial Planning first reported a position in SCHZ in Q4 2023 and has held it in 11 quarters since. The position peaked at $949K in Q2 2025. 672 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • RCS Financial Planning held 35,174 shares of Schwab US Aggregate Bond ETF worth $814K as of Q2 2026.
  • RCS Financial Planning bought 713 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $16.5K.
  • Schwab US Aggregate Bond ETF made up 0.39% of RCS Financial Planning's portfolio in Q2 2026, its #47 holding.
  • RCS Financial Planning first reported a position in Schwab US Aggregate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • RCS Financial Planning's Schwab US Aggregate Bond ETF position peaked at $949K in Q2 2025.
  • 672 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on RCS Financial Planning's 13F filing for Q2 2026, filed 22 Jul 2026.