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

Stratos 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
Q1 		$286K Buy
12,320
+1,762
+17% +$41.2K ﹤0.01% 1350
2025
Q4 		$247K Buy
+10,558
New +$248K ﹤0.01% 1399
2024
Q2 		– Sell
-10,242
Closed -$236K – 1439
2024
Q1 		$236K Buy
+10,242
New +$235K ﹤0.01% 1213
2021
Q1 		– Sell
-11,704
Closed -$328K – 1165
2020
Q4 		$328K Buy
11,704
+416
+4% +$11.6K 0.01% 820
2020
Q3 		$317K Sell
11,288
-574
-5% -$16.2K 0.01% 763
2020
Q2 		$334K Sell
11,862
-111,822
-90% -$3.11M 0.01% 740
2020
Q1 		$3.36M Buy
123,684
+13,406
+12% +$362K 0.15% 136
2019
Q4 		$2.95M Buy
110,278
+5,580
+5% +$150K 0.12% 189
2019
Q3 		$2.82M Buy
104,698
+7,144
+7% +$191K 0.12% 180
2019
Q2 		$2.58M Buy
97,554
+7,568
+8% +$197K 0.11% 192
2019
Q1 		$2.33M Buy
89,986
+79,116
+728% +$2.02M 0.11% 209
2018
Q4 		$275K Buy
10,870
+50
+0.5% +$1.25K 0.01% 687
2018
Q3 		$272K Buy
10,820
+128
+1% +$3.23K 0.01% 747
2018
Q2 		$271K Sell
10,692
-2,764
-21% -$69.8K 0.01% 787
2018
Q1 		$343K Sell
13,456
-1,152
-8% -$29.5K 0.01% 673
2017
Q4 		$380K Buy
14,608
+972
+7% +$25.4K 0.02% 609
2017
Q3 		$357K Buy
13,636
+68
+0.5% +$1.78K 0.02% 611
2017
Q2 		$355K Sell
13,568
-372
-3% -$9.7K 0.02% 581
2017
Q1 		$361K Sell
13,940
-570
-4% -$14.7K 0.02% 511
2016
Q4 		$374K Buy
14,510
+1,838
+15% +$48.1K 0.02% 459
2016
Q3 		$340K Buy
12,672
+1,154
+10% +$31K 0.02% 442
2016
Q2 		$309K Buy
+11,518
New +$305K 0.02% 439

Other funds holding SCHZ

JP Morgan Chase
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
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
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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 $374B AUM 17.66% 1-Year Est. Return

Stratos Wealth Partners's SCHZ Position: Q1 2026 in Review

Stratos Wealth Partners increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 17% in Q1 2026, buying an estimated $41.2K and bringing the position to 12,320 shares worth $286K. The position accounts for ﹤0.01% of the portfolio, ranked #1350.

Stratos Wealth Partners first reported a position in SCHZ in Q2 2016 and has held it in 22 quarters since. The position peaked at $3.36M in Q1 2020. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • Stratos Wealth Partners held 12,320 shares of Schwab US Aggregate Bond ETF worth $286K as of Q1 2026.
  • Stratos Wealth Partners bought 1,762 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $41.2K.
  • Schwab US Aggregate Bond ETF made up ﹤0.01% of Stratos Wealth Partners's portfolio in Q1 2026, its #1350 holding.
  • Stratos Wealth Partners first reported a position in Schwab US Aggregate Bond ETF in Q2 2016 and has held it in 22 quarters since.
  • Stratos Wealth Partners's Schwab US Aggregate Bond ETF position peaked at $3.36M in Q1 2020.
  • 662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.