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Total Wealth Planning’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Total Wealth Planning’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 		$5.06M Sell
216,518
-3,921,602
-95% -$92.1M 10.83% 1
2025
Q3 		$97.1M Buy
4,138,120
+330,160
+9% +$7.67M 11.24% 1
2025
Q2 		$88.5M Buy
3,807,960
+60,167
+2% +$1.38M 11.18% 1
2025
Q1 		$86.8M Buy
3,747,793
+178,624
+5% +$4.09M 13.28% 1
2024
Q4 		$81M Buy
3,569,169
+231,137
+7% +$5.34M 12.62% 1
2024
Q3 		$79.3M Buy
3,338,032
+472,334
+16% +$11.1M 12.38% 1
2024
Q2 		$66.2M Buy
2,865,698
+574,988
+25% +$13M 10.86% 1
2024
Q1 		$52.7M Buy
2,290,710
+333,998
+17% +$7.68M 9.06% 2
2023
Q4 		$45.6M Buy
1,956,712
+292,486
+18% +$6.54M 8.27% 3
2023
Q3 		$36.8M Buy
1,664,226
+101,854
+7% +$2.31M 7.52% 4
2023
Q2 		$36.1M Buy
1,562,372
+32,324
+2% +$752K 7.51% 4
2023
Q1 		$35.9M Buy
1,530,048
+75,500
+5% +$1.76M 7.91% 4
2022
Q4 		$33.2M Buy
1,454,548
+117,654
+9% +$2.68M 8.23% 3
2022
Q3 		$30.3M Buy
1,336,894
+92,718
+7% +$2.21M 8.6% 3
2022
Q2 		$29.8M Sell
1,244,176
-71,356
-5% -$1.73M 8.62% 3
2022
Q1 		$33.3M Buy
1,315,532
+356,378
+37% +$9.26M 8.99% 4
2021
Q4 		$24.9M Sell
959,154
-378,188
-28% -$10.2M 15.37% 2
2021
Q3 		$36.3M Buy
1,337,342
+72,710
+6% +$1.99M 13.17% 2
2021
Q2 		$34.5M Buy
1,264,632
+94,240
+8% +$2.56M 13.54% 2
2021
Q1 		$31.6M Buy
1,170,392
+109,402
+10% +$3M 13.39% 2
2020
Q4 		$29.7M Buy
1,060,990
+96,614
+10% +$2.7M 13.74% 2
2020
Q3 		$27M Buy
964,376
+86,286
+10% +$2.43M 14.03% 2
2020
Q2 		$24.7M Buy
878,090
+2,142
+0.2% +$59.6K 13.68% 2
2020
Q1 		$23.8M Sell
875,948
-169,546
-16% -$4.58M 15.46% 2
2019
Q4 		$27.9M Buy
1,045,494
+28,110
+3% +$753K 14.89% 2
2019
Q3 		$27.4M Buy
1,017,384
+29,336
+3% +$785K 15.57% 2
2019
Q2 		$26.2M Buy
988,048
+28,894
+3% +$751K 15.47% 2
2019
Q1 		$24.9M Buy
959,154
+17,994
+2% +$459K 15.37% 2
2018
Q4 		$23.8M Buy
+941,160
New +$23.5M 16.48% 2

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Total Wealth Planning's SCHZ Position: Q4 2025 in Review

Total Wealth Planning reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 95% in Q4 2025, selling an estimated $92.1M and leaving 216,518 shares worth $5.06M. The position accounts for 10.83% of the portfolio, ranked #1.

Total Wealth Planning first reported a position in SCHZ in Q4 2018 and has held it in 29 quarters since. The position peaked at $97.1M in Q3 2025. 667 funds tracked by Wall St. Rank hold SCHZ as of Q4 2025.

  • Total Wealth Planning held 216,518 shares of Schwab US Aggregate Bond ETF worth $5.06M as of Q4 2025.
  • Total Wealth Planning sold 3,921,602 Schwab US Aggregate Bond ETF shares in Q4 2025, an estimated $92.1M.
  • Schwab US Aggregate Bond ETF made up 10.83% of Total Wealth Planning's portfolio in Q4 2025, its #1 holding.
  • Total Wealth Planning first reported a position in Schwab US Aggregate Bond ETF in Q4 2018 and has held it in 29 quarters since.
  • Total Wealth Planning's Schwab US Aggregate Bond ETF position peaked at $97.1M in Q3 2025.
  • 667 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2025.

Based on Total Wealth Planning's 13F filing for Q4 2025, filed 13 Feb 2026.