Spectrum Planning & Advisory Services’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Spectrum Planning & Advisory Services’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 Q2	$3.42M	Sell	147,971 -2,724	-2%	-$63K	1.53%	19
2026 Q1	$3.5M	Sell	150,695 -6,832	-4%	-$160K	1.73%	17
2025 Q4	$3.68M	Sell	157,527 -9,381	-6%	-$220K	1.89%	14
2025 Q3	$3.92M	Sell	166,908 -64,047	-28%	-$1.49M	2.21%	13
2025 Q2	$5.37M	Sell	230,955 -84,895	-27%	-$1.95M	3.47%	9
2025 Q1	$7.32M	Buy	315,850 +52,470	+20%	+$1.2M	6.09%	5
2024 Q4	$5.98M	Sell	263,380 -17,144	-6%	-$396K	5.19%	7
2024 Q3	$6.67M	Sell	280,524 -194	-0.1%	-$4.54K	6.41%	5
2024 Q2	$6.43M	Buy	+280,718	New	+$6.36M	6.2%	6
2023 Q4	$1.56M	Buy	66,944 +4,386	+7%	+$98.1K	2.21%	10
2023 Q3	$1.38M	Sell	62,558 -5,694	-8%	-$129K	2.18%	10
2023 Q2	$1.57M	Buy	68,252 +5,324	+8%	+$124K	2.35%	10
2023 Q1	$1.48M	Sell	62,928 -56,696	-47%	-$1.32M	2.4%	10
2022 Q4	$2.73M	Sell	119,624 -74,628	-38%	-$1.7M	3.73%	7
2022 Q3	$4.4M	Sell	194,252 -9,024	-4%	-$215K	4.45%	7
2022 Q2	$4.87M	Sell	203,276 -12,540	-6%	-$304K	5.07%	8
2022 Q1	$5.46M	Buy	+215,816	New	+$5.6M	4.99%	7

Other funds holding SCHZ

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

PWMG

Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return

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

ZRP

Zynergy Retirement Planning Red Bank, New Jersey $184M AUM 16.04% 1-Year Est. Return

BDFN

Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

RWP

Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return

AFP

Arnold Financial Planning Hiawatha, Iowa $134M AUM

CWS

Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return

Spectrum Planning & Advisory Services's SCHZ Position: Q2 2026 in Review

Spectrum Planning & Advisory Services reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 1.8% in Q2 2026, selling an estimated $63K and leaving 147,971 shares worth $3.42M. The position accounts for 1.53% of the portfolio, ranked #19.

Spectrum Planning & Advisory Services first reported a position in SCHZ in Q1 2022 and has held it in 17 quarters since. The position peaked at $7.32M in Q1 2025. 149 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

Spectrum Planning & Advisory Services held 147,971 shares of Schwab US Aggregate Bond ETF worth $3.42M as of Q2 2026.
Spectrum Planning & Advisory Services sold 2,724 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $63K.
Schwab US Aggregate Bond ETF made up 1.53% of Spectrum Planning & Advisory Services's portfolio in Q2 2026, its #19 holding.
Spectrum Planning & Advisory Services first reported a position in Schwab US Aggregate Bond ETF in Q1 2022 and has held it in 17 quarters since.
Spectrum Planning & Advisory Services's Schwab US Aggregate Bond ETF position peaked at $7.32M in Q1 2025.
149 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Spectrum Planning & Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.