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Retirement Guys Formula’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Retirement Guys Formula’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 		$286K Sell
12,332
-7,466
-38% -$175K 0.13% 110
2025
Q4 		$463K Buy
19,798
+432
+2% +$10.1K 0.21% 109
2025
Q3 		$455K Sell
19,366
-115
-0.6% -$2.67K 0.16% 123
2025
Q2 		$453K Sell
19,481
-108
-0.6% -$2.48K 0.17% 108
2025
Q1 		$454K Sell
19,589
-250
-1% -$5.73K 0.23% 99
2024
Q4 		$450K Sell
19,839
-537
-3% -$12.4K 0.23% 97
2024
Q3 		$484K Buy
20,376
+554
+3% +$13K 0.23% 93
2024
Q2 		$452K Sell
19,822
-3,388
-15% -$76.8K 0.22% 98
2024
Q1 		$534K Sell
23,210
-134
-0.6% -$3.08K 0.26% 94
2023
Q4 		$544K Buy
23,344
+1,714
+8% +$38.3K 0.29% 76
2023
Q3 		$478K Sell
21,630
-44
-0.2% -$997 0.33% 84
2023
Q2 		$500K Sell
21,674
-2,014
-9% -$46.9K 0.29% 83
2023
Q1 		$556K Sell
23,688
-348
-1% -$8.1K 0.4% 70
2022
Q4 		$549K Sell
24,036
-3,962
-14% -$90.2K 0.45% 63
2022
Q3 		$634K Buy
27,998
+2,768
+11% +$65.9K 0.67% 27
2022
Q2 		$604K Buy
25,230
+10,160
+67% +$246K 0.62% 29
2022
Q1 		$381K Sell
15,070
-79,870
-84% -$2.07M 0.26% 75
2021
Q4 		$2.56M Buy
+94,940
New +$2.57M 2.03% 13

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

Retirement Guys Formula's SCHZ Position: Q1 2026 in Review

Retirement Guys Formula reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 38% in Q1 2026, selling an estimated $175K and leaving 12,332 shares worth $286K. The position accounts for 0.13% of the portfolio, ranked #110.

Retirement Guys Formula first reported a position in SCHZ in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.56M in Q4 2021. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • Retirement Guys Formula held 12,332 shares of Schwab US Aggregate Bond ETF worth $286K as of Q1 2026.
  • Retirement Guys Formula sold 7,466 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $175K.
  • Schwab US Aggregate Bond ETF made up 0.13% of Retirement Guys Formula's portfolio in Q1 2026, its #110 holding.
  • Retirement Guys Formula first reported a position in Schwab US Aggregate Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • Retirement Guys Formula's Schwab US Aggregate Bond ETF position peaked at $2.56M in Q4 2021.
  • 662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on Retirement Guys Formula's 13F filing for Q1 2026, filed 22 Apr 2026.