TW
SCHZ icon

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

Transform Wealth’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
Q1 		$2.02M Sell
87,209
-5,149
-6% -$118K 0.12% 115
2024
Q4 		$2.1M Buy
92,358
+4,866
+6% +$112K 0.12% 117
2024
Q3 		$2.08M Buy
87,492
+5,386
+7% +$126K 0.14% 100
2024
Q2 		$1.87M Buy
82,106
+856
+1% +$19.4K 0.14% 101
2024
Q1 		$1.87M Buy
81,250
+15,400
+23% +$354K 0.18% 101
2023
Q4 		$1.53M Buy
65,850
+5,224
+9% +$117K 0.15% 115
2023
Q3 		$1.34M Sell
60,626
-59,282
-49% -$1.34M 0.14% 116
2023
Q2 		$2.77M Sell
119,908
-7,792
-6% -$181K 0.25% 102
2023
Q1 		$3M Buy
127,700
+64,700
+103% +$1.51M 0.28% 96
2022
Q4 		$1.44M Buy
+63,000
New +$1.43M 0.16% 113

Other funds holding SCHZ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $4.02B AUM 20% 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
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TWP
Total Wealth Planning Cincinnati, Ohio $46.7M AUM 13.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Transform Wealth's SCHZ Position: Q1 2025 in Review

Transform Wealth reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 5.6% in Q1 2025, selling an estimated $118K and leaving 87,209 shares worth $2.02M. The position accounts for 0.12% of the portfolio, ranked #115.

Transform Wealth first reported a position in SCHZ in Q4 2022 and has held it in 10 quarters since. The position peaked at $3M in Q1 2023. 642 funds tracked by Wall St. Rank hold SCHZ as of Q1 2025.

  • Transform Wealth held 87,209 shares of Schwab US Aggregate Bond ETF worth $2.02M as of Q1 2025.
  • Transform Wealth sold 5,149 Schwab US Aggregate Bond ETF shares in Q1 2025, an estimated $118K.
  • Schwab US Aggregate Bond ETF made up 0.12% of Transform Wealth's portfolio in Q1 2025, its #115 holding.
  • Transform Wealth first reported a position in Schwab US Aggregate Bond ETF in Q4 2022 and has held it in 10 quarters since.
  • Transform Wealth's Schwab US Aggregate Bond ETF position peaked at $3M in Q1 2023.
  • 642 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.