Robertson Stephens Wealth Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Robertson Stephens Wealth Management’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
2025 Q3	–	Sell	-210,145	Closed	-$4.88M	–	567
2025 Q2	$4.88M	Sell	210,145 -24,873	-11%	-$571K	0.16%	105
2025 Q1	$5.44M	Sell	235,018 -54,532	-19%	-$1.25M	0.19%	101
2024 Q4	$6.57M	Sell	289,550 -52,630	-15%	-$1.22M	0.23%	85
2024 Q3	$8.13M	Sell	342,180 -6,540	-2%	-$153K	0.29%	75
2024 Q2	$7.95M	Buy	348,720 +52,322	+18%	+$1.19M	0.4%	49
2024 Q1	$6.82M	Buy	296,398 +36,066	+14%	+$829K	0.36%	51
2023 Q4	$6.07M	Buy	+260,332	New	+$5.82M	0.37%	52
2023 Q1	–	Sell	-12,522	Closed	-$286K	–	460
2022 Q4	$286K	Buy	+12,522	New	+$285K	0.03%	339
2021 Q1	–	Sell	-12,614	Closed	-$353K	–	295
2020 Q4	$353K	Sell	12,614 -2,856	-18%	-$79.9K	0.07%	171
2020 Q3	$433K	Hold	15,470	–	–	0.11%	150
2020 Q2	$435K	Buy	+15,470	New	+$430K	0.13%	120

Other funds holding SCHZ

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 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 Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

TWP

Total Wealth Planning Cincinnati, Ohio $46.7M AUM 13.43% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Robertson Stephens Wealth Management's SCHZ Position: Q3 2025 in Review

Robertson Stephens Wealth Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q3 2025, closing a stake of 210,145 shares — an estimated $4.88M sold.

Robertson Stephens Wealth Management first reported a position in SCHZ in Q2 2020 and held it in 11 quarters. The position peaked at $8.13M in Q3 2024. 629 funds tracked by Wall St. Rank hold SCHZ as of Q3 2025.

Robertson Stephens Wealth Management reported no remaining Schwab US Aggregate Bond ETF position as of Q3 2025 after selling out during the quarter.
Robertson Stephens Wealth Management sold 210,145 Schwab US Aggregate Bond ETF shares in Q3 2025, an estimated $4.88M.
Robertson Stephens Wealth Management first reported a position in Schwab US Aggregate Bond ETF in Q2 2020 and held it in 11 quarters.
Robertson Stephens Wealth Management's Schwab US Aggregate Bond ETF position peaked at $8.13M in Q3 2024.
629 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2025.

Based on Robertson Stephens Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.