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Strategic Blueprint’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Strategic Blueprint’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 		$3.45M Buy
149,289
+16,875
+13% +$390K 0.17% 135
2026
Q1 		$3.07M Buy
132,414
+31,172
+31% +$730K 0.18% 131
2025
Q4 		$2.37M Buy
101,242
+10,332
+11% +$243K 0.14% 149
2025
Q3 		$2.13M Sell
90,910
-1,783
-2% -$41.4K 0.09% 194
2025
Q2 		$2.15M Sell
92,693
-687
-0.7% -$15.8K 0.11% 178
2025
Q1 		$2.16M Buy
93,380
+11,022
+13% +$252K 0.12% 166
2024
Q4 		$1.87M Buy
82,358
+2,566
+3% +$59.3K 0.11% 162
2024
Q3 		$1.9M Sell
79,792
-11,584
-13% -$271K 0.12% 164
2024
Q2 		$2.08M Sell
91,376
-21,244
-19% -$481K 0.14% 138
2024
Q1 		$2.59M Sell
112,620
-19,760
-15% -$454K 0.18% 116
2023
Q4 		$3.09M Sell
132,380
-47,794
-27% -$1.07M 0.25% 93
2023
Q3 		$3.98M Buy
180,174
+10,170
+6% +$230K 0.37% 63
2023
Q2 		$3.92M Sell
170,004
-18,514
-10% -$431K 0.37% 60
2023
Q1 		$4.42M Buy
188,518
+56,900
+43% +$1.32M 0.46% 50
2022
Q4 		$3M Sell
131,618
-18,402
-12% -$419K 0.35% 72
2022
Q3 		$3.4M Buy
150,020
+6,364
+4% +$152K 0.41% 55
2022
Q2 		$3.44M Buy
143,656
+59,050
+70% +$1.43M 0.42% 55
2022
Q1 		$2.14M Buy
84,606
+74,188
+712% +$1.93M 0.25% 94
2021
Q4 		$281K Buy
10,418
+1,538
+17% +$41.6K 0.04% 395
2021
Q3 		$241K Sell
8,880
-16
-0.2% -$439 0.04% 364
2021
Q2 		$243K Buy
+8,896
New +$241K 0.04% 341

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
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Strategic Blueprint's SCHZ Position: Q2 2026 in Review

Strategic Blueprint increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 13% in Q2 2026, buying an estimated $390K and bringing the position to 149,289 shares worth $3.45M. The position accounts for 0.17% of the portfolio, ranked #135.

Strategic Blueprint first reported a position in SCHZ in Q2 2021 and has held it in 21 quarters since. The position peaked at $4.42M in Q1 2023. 673 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Strategic Blueprint held 149,289 shares of Schwab US Aggregate Bond ETF worth $3.45M as of Q2 2026.
  • Strategic Blueprint bought 16,875 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $390K.
  • Schwab US Aggregate Bond ETF made up 0.17% of Strategic Blueprint's portfolio in Q2 2026, its #135 holding.
  • Strategic Blueprint first reported a position in Schwab US Aggregate Bond ETF in Q2 2021 and has held it in 21 quarters since.
  • Strategic Blueprint's Schwab US Aggregate Bond ETF position peaked at $4.42M in Q1 2023.
  • 673 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Strategic Blueprint's 13F filing for Q2 2026, filed 23 Jul 2026.