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

Strategic Wealth Partners’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 		$69.3K Hold
2,998
– – ﹤0.01% 463
2026
Q1 		$69.6K Buy
2,998
+244
+9% +$5.71K ﹤0.01% 455
2025
Q4 		$64.4K Sell
2,754
-146,267
-98% -$3.43M ﹤0.01% 475
2025
Q3 		$3.5M Buy
+149,021
New +$3.46M 0.26% 81

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 Wealth Partners's SCHZ Position: Q2 2026 in Review

Strategic Wealth Partners held its Schwab US Aggregate Bond ETF (SCHZ) position steady in Q2 2026 at 2,998 shares worth $69.3K. The position accounts for ﹤0.01% of the portfolio, ranked #463.

Strategic Wealth Partners first reported a position in SCHZ in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.5M in Q3 2025. 673 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Strategic Wealth Partners held 2,998 shares of Schwab US Aggregate Bond ETF worth $69.3K as of Q2 2026.
  • Strategic Wealth Partners left its Schwab US Aggregate Bond ETF share count unchanged in Q2 2026.
  • Schwab US Aggregate Bond ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #463 holding.
  • Strategic Wealth Partners first reported a position in Schwab US Aggregate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Strategic Wealth Partners's Schwab US Aggregate Bond ETF position peaked at $3.5M in Q3 2025.
  • 673 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.