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Retirement Planning Group (Kansas)’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Retirement Planning Group (Kansas)’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 		$1.98M Sell
85,079
-266
-0.3% -$6.22K 0.06% 134
2025
Q4 		$1.99M Sell
85,345
-6,446
-7% -$151K 0.07% 118
2025
Q3 		$2.15M Sell
91,791
-4,974
-5% -$116K 0.07% 107
2025
Q2 		$2.25M Sell
96,765
-4,174
-4% -$95.8K 0.1% 82
2025
Q1 		$2.34M Sell
100,939
-5,770
-5% -$132K 0.11% 71
2024
Q4 		$2.42M Sell
106,709
-6,341
-6% -$146K 0.12% 69
2024
Q3 		$2.69M Sell
113,050
-48,922
-30% -$1.15M 0.15% 73
2024
Q2 		$3.69M Sell
161,972
-53,550
-25% -$1.21M 0.23% 45
2024
Q1 		$4.96M Buy
215,522
+4,364
+2% +$100K 0.38% 34
2023
Q4 		$4.92M Sell
211,158
-140,526
-40% -$3.14M 0.44% 25
2023
Q3 		$7.78M Buy
351,684
+170,400
+94% +$3.86M 0.83% 15
2023
Q2 		$4.18M Sell
181,284
-382
-0.2% -$8.89K 0.42% 25
2023
Q1 		$4.26M Sell
181,666
-56,212
-24% -$1.31M 0.45% 23
2022
Q4 		$5.43M Sell
237,878
-165,084
-41% -$3.76M 0.62% 19
2022
Q3 		$9.13M Buy
402,962
+269,554
+202% +$6.42M 1.15% 14
2022
Q2 		$3.19M Sell
133,408
-21,484
-14% -$520K 0.39% 22
2022
Q1 		$3.92M Sell
154,892
-382,884
-71% -$9.94M 0.43% 22
2021
Q4 		$14.5M Buy
537,776
+30,390
+6% +$822K 1.4% 15
2021
Q3 		$13.8M Sell
507,386
-15,924
-3% -$437K 1.57% 14
2021
Q2 		$14.3M Buy
523,310
+25,122
+5% +$682K 1.64% 14
2021
Q1 		$13.4M Buy
498,188
+38,108
+8% +$1.05M 1.85% 14
2020
Q4 		$12.9M Buy
460,080
+50,262
+12% +$1.41M 1.87% 14
2020
Q3 		$11.5M Buy
409,818
+26,062
+7% +$735K 1.87% 14
2020
Q2 		$10.8M Buy
383,756
+21,618
+6% +$601K 1.98% 17
2020
Q1 		$9.83M Sell
362,138
-217,246
-37% -$5.87M 2.35% 10
2019
Q4 		$15.5M Buy
579,384
+27,052
+5% +$725K 3.08% 10
2019
Q3 		$14.9M Sell
552,332
-27,576
-5% -$738K 3.15% 9
2019
Q2 		$15.4M Buy
579,908
+34,148
+6% +$888K 3.49% 9
2019
Q1 		$14.2M Buy
545,760
+28,376
+5% +$724K 3.42% 9
2018
Q4 		$13.1M Sell
517,384
-175,806
-25% -$4.39M 3.5% 9
2018
Q3 		$17.4M Buy
693,190
+28,492
+4% +$720K 4.49% 7
2018
Q2 		$16.8M Buy
664,698
+32,746
+5% +$827K 4.53% 7
2018
Q1 		$16.1M Sell
631,952
-15,558
-2% -$398K 4.37% 8
2017
Q4 		$16.8M Buy
647,510
+25,702
+4% +$671K 4.6% 8
2017
Q3 		$16.3M Buy
621,808
+7,990
+1% +$209K 4.65% 8
2017
Q2 		$16M Buy
613,818
+177,076
+41% +$4.62M 4.82% 8
2017
Q1 		$11.3M Buy
436,742
+20,006
+5% +$516K 3.44% 11
2016
Q4 		$10.7M Buy
416,736
+184,854
+80% +$4.83M 3.43% 11
2016
Q3 		$6.22M Buy
231,882
+12,128
+6% +$325K 2.01% 13
2016
Q2 		$5.9M Buy
219,754
+3,306
+2% +$87.6K 2% 13
2016
Q1 		$5.72M Sell
216,448
-1,626
-0.7% -$42.4K 2.02% 13
2015
Q4 		$5.62M Buy
218,074
+9,280
+4% +$240K 2.07% 15
2015
Q3 		$5.44M Sell
208,794
-9,018
-4% -$234K 2.39% 13
2015
Q2 		$5.63M Buy
217,812
+8,568
+4% +$224K 2.3% 13
2015
Q1 		$5.54M Buy
209,244
+21,628
+12% +$570K 2.21% 12
2014
Q4 		$4.91M Buy
187,616
+10,436
+6% +$272K 1.51% 16
2014
Q3 		$4.59M Buy
177,180
+7,252
+4% +$188K 1.43% 16
2014
Q2 		$4.41M Sell
169,928
-2,758
-2% -$71.1K 1.34% 18
2014
Q1 		$4.42M Sell
172,686
-131,566
-43% -$3.35M 1.43% 17
2013
Q4 		$7.65M Buy
304,252
+29,694
+11% +$754K 2.72% 13
2013
Q3 		$6.98M Buy
274,558
+174,376
+174% +$4.4M 2.53% 14
2013
Q2 		$2.53M Buy
+100,182
New +$2.6M 1.04% 27

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 $4.02B AUM 20% 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 Planning Group (Kansas)'s SCHZ Position: Q1 2026 in Review

Retirement Planning Group (Kansas) reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 0.31% in Q1 2026, selling an estimated $6.22K and leaving 85,079 shares worth $1.98M. The position accounts for 0.06% of the portfolio, ranked #134.

Retirement Planning Group (Kansas) first reported a position in SCHZ in Q2 2013 and has held it in 52 quarters since. The position peaked at $17.4M in Q3 2018. 663 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • Retirement Planning Group (Kansas) held 85,079 shares of Schwab US Aggregate Bond ETF worth $1.98M as of Q1 2026.
  • Retirement Planning Group (Kansas) sold 266 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $6.22K.
  • Schwab US Aggregate Bond ETF made up 0.06% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #134 holding.
  • Retirement Planning Group (Kansas) first reported a position in Schwab US Aggregate Bond ETF in Q2 2013 and has held it in 52 quarters since.
  • Retirement Planning Group (Kansas)'s Schwab US Aggregate Bond ETF position peaked at $17.4M in Q3 2018.
  • 663 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.