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Valley Forge Investment Consultants’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Valley Forge Investment Consultants’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 		$1.06M Buy
45,855
+20,045
+78% +$469K 0.32% 30
2025
Q4 		$603K Sell
25,810
-11,793
-31% -$277K 0.18% 41
2025
Q3 		$883K Sell
37,603
-4,624
-11% -$107K 0.26% 33
2025
Q2 		$981K Buy
42,227
+763
+2% +$17.5K 0.31% 33
2025
Q1 		$960K Sell
41,464
-44,557
-52% -$1.02M 0.34% 27
2024
Q4 		$1.95M Buy
86,021
+4,751
+6% +$110K 0.67% 19
2024
Q3 		$1.93M Sell
81,270
-2,590
-3% -$60.6K 0.67% 18
2024
Q2 		$1.91M Sell
83,860
-3,794
-4% -$86K 0.72% 16
2024
Q1 		$2.02M Buy
87,654
+3,472
+4% +$79.8K 0.79% 16
2023
Q4 		$1.96M Sell
84,182
-1,198
-1% -$26.8K 0.87% 15
2023
Q3 		$1.89M Buy
85,380
+7,548
+10% +$171K 0.86% 17
2023
Q2 		$1.8M Sell
77,832
-3,622
-4% -$84.3K 0.88% 18
2023
Q1 		$1.91M Buy
81,454
+2,836
+4% +$66K 0.99% 16
2022
Q4 		$1.79M Buy
78,618
+5,196
+7% +$118K 0.95% 15
2022
Q3 		$1.66M Buy
73,422
+2,012
+3% +$47.9K 0.91% 16
2022
Q2 		$1.71M Sell
71,410
-2,120
-3% -$51.3K 0.85% 17
2022
Q1 		$1.86M Sell
73,530
-28,836
-28% -$749K 0.77% 20
2021
Q4 		$2.76M Buy
102,366
+1,220
+1% +$33K 1.22% 13
2021
Q3 		$2.74M Sell
101,146
-3,642
-3% -$99.9K 1.47% 13
2021
Q2 		$2.86M Sell
104,788
-1,788
-2% -$48.5K 1.55% 14
2021
Q1 		$2.88M Buy
106,576
+28,498
+36% +$782K 1.97% 11
2020
Q4 		$2.19M Buy
+78,078
New +$2.18M 1.9% 13

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

Valley Forge Investment Consultants's SCHZ Position: Q1 2026 in Review

Valley Forge Investment Consultants increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 78% in Q1 2026, buying an estimated $469K and bringing the position to 45,855 shares worth $1.06M. The position accounts for 0.32% of the portfolio, ranked #30.

Valley Forge Investment Consultants first reported a position in SCHZ in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.88M in Q1 2021. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • Valley Forge Investment Consultants held 45,855 shares of Schwab US Aggregate Bond ETF worth $1.06M as of Q1 2026.
  • Valley Forge Investment Consultants bought 20,045 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $469K.
  • Schwab US Aggregate Bond ETF made up 0.32% of Valley Forge Investment Consultants's portfolio in Q1 2026, its #30 holding.
  • Valley Forge Investment Consultants first reported a position in Schwab US Aggregate Bond ETF in Q4 2020 and has held it in 22 quarters since.
  • Valley Forge Investment Consultants's Schwab US Aggregate Bond ETF position peaked at $2.88M in Q1 2021.
  • 662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on Valley Forge Investment Consultants's 13F filing for Q1 2026, filed 21 Apr 2026.