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Souders Financial Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Souders Financial Advisors’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
Q4 		– Sell
-10,847
Closed -$255K – 219
2025
Q3 		$255K Buy
10,847
+1
+0% +$23 0.03% 181
2025
Q2 		$252K Sell
10,846
-98
-0.9% -$2.25K 0.03% 177
2025
Q1 		$253K Sell
10,944
-273
-2% -$6.25K 0.04% 163
2024
Q4 		$255K Sell
11,217
-1
-0% -$23 0.04% 160
2024
Q3 		$267K Sell
11,218
-464
-4% -$10.9K 0.04% 148
2024
Q2 		$266K Sell
11,682
-982
-8% -$22.3K 0.04% 147
2024
Q1 		$291K Sell
12,664
-3,050
-19% -$70.1K 0.05% 144
2023
Q4 		$366K Sell
15,714
-705,774
-98% -$15.8M 0.06% 133
2023
Q3 		$16M Buy
721,488
+71,452
+11% +$1.62M 3.06% 7
2023
Q2 		$15M Buy
650,036
+9,742
+2% +$227K 2.87% 9
2023
Q1 		$15M Buy
640,294
+32,260
+5% +$751K 3.19% 6
2022
Q4 		$13.9M Buy
608,034
+35,586
+6% +$810K 3.17% 5
2022
Q3 		$13M Sell
572,448
-202,218
-26% -$4.81M 3.52% 5
2022
Q2 		$18.5M Buy
774,666
+549,810
+245% +$13.3M 5.33% 3
2022
Q1 		$5.68M Buy
224,856
+9,346
+4% +$243K 1.64% 12
2021
Q4 		$5.81M Buy
215,510
+22,504
+12% +$608K 1.67% 11
2021
Q3 		$5.24M Buy
193,006
+17,314
+10% +$475K 1.69% 13
2021
Q2 		$4.8M Buy
175,692
+21,992
+14% +$597K 1.62% 13
2021
Q1 		$4.15M Buy
153,700
+12,272
+9% +$337K 1.62% 11
2020
Q4 		$3.96M Buy
141,428
+3,878
+3% +$108K 1.73% 11
2020
Q3 		$3.82M Buy
137,550
+15,708
+13% +$443K 1.81% 12
2020
Q2 		$3.43M Sell
121,842
-39,170
-24% -$1.09M 1.96% 11
2020
Q1 		$4.37M Buy
+161,012
New +$4.35M 3.86% 6

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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Souders Financial Advisors's SCHZ Position: Q4 2025 in Review

Souders Financial Advisors sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q4 2025, closing a stake of 10,847 shares — an estimated $255K sold.

Souders Financial Advisors first reported a position in SCHZ in Q1 2020 and held it in 23 quarters. The position peaked at $18.5M in Q2 2022. 670 funds tracked by Wall St. Rank hold SCHZ as of Q4 2025.

  • Souders Financial Advisors reported no remaining Schwab US Aggregate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Souders Financial Advisors sold 10,847 Schwab US Aggregate Bond ETF shares in Q4 2025, an estimated $255K.
  • Souders Financial Advisors first reported a position in Schwab US Aggregate Bond ETF in Q1 2020 and held it in 23 quarters.
  • Souders Financial Advisors's Schwab US Aggregate Bond ETF position peaked at $18.5M in Q2 2022.
  • 670 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2025.

Based on Souders Financial Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.