Ridgeline Wealth’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Ridgeline Wealth’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 Q3	$454K	Sell	20,505 -383	-2%	-$8.7K	0.26%	38
2026 Q2	$483K	Hold	20,888	–	–	0.28%	37
2026 Q1	$485K	Hold	20,888	–	–	0.35%	30
2025 Q4	$488K	Sell	20,888 -6,576	-24%	-$154K	0.34%	31
2025 Q3	$645K	Hold	27,464	–	–	0.48%	26
2025 Q2	$638K	Sell	27,464 -2,958	-10%	-$67.9K	0.52%	26
2025 Q1	$705K	Sell	30,422 -5,200	-15%	-$119K	0.6%	24
2024 Q4	$809K	Buy	+35,622	New	+$823K	0.66%	21

Other funds holding SCHZ

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Rockbridge Investment Management Syracuse, New York $1.25B AUM 8.34% 1-Year Est. Return

Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.19B AUM 9.66% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Rational Advisors Huntington, New York $1.08B AUM 5.43% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Ridgeline Wealth's SCHZ Position: Q3 2026 in Review

Ridgeline Wealth reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 1.8% in Q3 2026, selling an estimated $8.7K and leaving 20,505 shares worth $454K. The position accounts for 0.26% of the portfolio, ranked #38.

Ridgeline Wealth first reported a position in SCHZ in Q4 2024 and has held it in 8 quarters since. The position peaked at $809K in Q4 2024. 510 funds tracked by Wall St. Rank hold SCHZ as of Q3 2026.

Ridgeline Wealth held 20,505 shares of Schwab US Aggregate Bond ETF worth $454K as of Q3 2026.
Ridgeline Wealth sold 383 Schwab US Aggregate Bond ETF shares in Q3 2026, an estimated $8.7K.
Schwab US Aggregate Bond ETF made up 0.26% of Ridgeline Wealth's portfolio in Q3 2026, its #38 holding.
Ridgeline Wealth first reported a position in Schwab US Aggregate Bond ETF in Q4 2024 and has held it in 8 quarters since.
Ridgeline Wealth's Schwab US Aggregate Bond ETF position peaked at $809K in Q4 2024.
510 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2026.

Based on Ridgeline Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.