Stephens Consulting’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Stephens Consulting’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	$96.1K	Sell	4,113 -1,339	-25%	-$31.4K	0.03%	104
2025 Q3	$128K	Buy	5,452 +2,345	+75%	+$54.5K	0.04%	85
2025 Q2	$72.2K	Buy	3,107 +35	+1%	+$803	0.02%	163
2025 Q1	$71.1K	Hold	3,072	–	–	0.02%	162
2024 Q4	$69.7K	Sell	3,072 -50	-2%	-$1.16K	0.02%	162
2024 Q3	$74.2K	Hold	3,122	–	–	0.02%	154
2024 Q2	$71.2K	Buy	3,122 +1,734	+125%	+$39.3K	0.02%	155
2024 Q1	$31.9K	Hold	1,388	–	–	0.01%	214
2023 Q4	$32.4K	Hold	1,388	–	–	0.01%	216
2023 Q3	$30.7K	Hold	1,388	–	–	0.01%	216
2023 Q2	$32K	Buy	1,388 +478	+53%	+$11.1K	0.01%	207
2023 Q1	$21.3K	Hold	910	–	–	0.01%	240
2022 Q4	$20.8K	Hold	910	–	–	0.01%	228
2022 Q3	$20.6K	Buy	+910	New	+$21.7K	0.02%	249

Other funds holding SCHZ

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 $3.64B AUM 14.73% 1-Year Est. Return

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 Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Stephens Consulting's SCHZ Position: Q4 2025 in Review

Stephens Consulting reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 25% in Q4 2025, selling an estimated $31.4K and leaving 4,113 shares worth $96.1K. The position accounts for 0.03% of the portfolio, ranked #104.

Stephens Consulting first reported a position in SCHZ in Q3 2022 and has held it in 14 quarters since. The position peaked at $128K in Q3 2025. 667 funds tracked by Wall St. Rank hold SCHZ as of Q4 2025.

Stephens Consulting held 4,113 shares of Schwab US Aggregate Bond ETF worth $96.1K as of Q4 2025.
Stephens Consulting sold 1,339 Schwab US Aggregate Bond ETF shares in Q4 2025, an estimated $31.4K.
Schwab US Aggregate Bond ETF made up 0.03% of Stephens Consulting's portfolio in Q4 2025, its #104 holding.
Stephens Consulting first reported a position in Schwab US Aggregate Bond ETF in Q3 2022 and has held it in 14 quarters since.
Stephens Consulting's Schwab US Aggregate Bond ETF position peaked at $128K in Q3 2025.
667 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.