Trinity Wealth Management
SCHZ icon

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

Trinity Wealth Management’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
Q3 		$370K Buy
16,735
+6,636
+66% +$151K 0.12% 64
2026
Q2 		$234K Buy
10,099
+1,291
+15% +$29.9K 0.07% 72
2026
Q1 		$205K Buy
+8,808
New +$206K 0.08% 68

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Financial Life Advisors
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Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Mokosak Advisory Group
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TSA Wealth Management
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Asset Allocation Strategies
Asset Allocation Strategies Farmington, Michigan $668M AUM 11.11% 1-Year Est. Return

Trinity Wealth Management's SCHZ Position: Q3 2026 in Review

Trinity Wealth Management increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 66% in Q3 2026, buying an estimated $151K and bringing the position to 16,735 shares worth $370K. The position accounts for 0.12% of the portfolio, ranked #64.

Trinity Wealth Management first reported a position in SCHZ in Q1 2026 and has held it in 3 quarters since. 292 funds tracked by Wall St. Rank hold SCHZ as of Q3 2026.

  • Trinity Wealth Management held 16,735 shares of Schwab US Aggregate Bond ETF worth $370K as of Q3 2026.
  • Trinity Wealth Management bought 6,636 Schwab US Aggregate Bond ETF shares in Q3 2026, an estimated $151K.
  • Schwab US Aggregate Bond ETF made up 0.12% of Trinity Wealth Management's portfolio in Q3 2026, its #64 holding.
  • Trinity Wealth Management first reported a position in Schwab US Aggregate Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • 292 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2026.

Based on Trinity Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.