VanderPol Investments’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

VanderPol Investments’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	$4.25M	Buy	181,981 +51,177	+39%	+$1.2M	7.39%	4
2025 Q3	$3.1M	Buy	130,804 +18,557	+17%	+$431K	5.36%	5
2025 Q2	$2.61M	Sell	112,247 -52,370	-32%	-$1.2M	5.48%	4
2025 Q1	$3.81M	Buy	164,617 +3,606	+2%	+$82.6K	8.05%	3
2024 Q4	$3.65M	Sell	161,011 -20,021	-11%	-$463K	7.99%	3
2024 Q3	$4.3M	Buy	181,032 +70,432	+64%	+$1.65M	9.58%	2
2024 Q2	$2.52M	Buy	110,600 +7,978	+8%	+$181K	7.65%	3
2024 Q1	$2.36M	Buy	102,622 +7,154	+7%	+$164K	6.77%	3
2023 Q4	$2.23M	Buy	+95,468	New	+$2.14M	7.58%	3

Other funds holding SCHZ

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 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 Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

VanderPol Investments's SCHZ Position: Q4 2025 in Review

VanderPol Investments increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 39% in Q4 2025, buying an estimated $1.2M and bringing the position to 181,981 shares worth $4.25M. The position accounts for 7.39% of the portfolio, ranked #4.

VanderPol Investments first reported a position in SCHZ in Q4 2023 and has held it in 9 quarters since. The position peaked at $4.3M in Q3 2024. 667 funds tracked by Wall St. Rank hold SCHZ as of Q4 2025.

VanderPol Investments held 181,981 shares of Schwab US Aggregate Bond ETF worth $4.25M as of Q4 2025.
VanderPol Investments bought 51,177 Schwab US Aggregate Bond ETF shares in Q4 2025, an estimated $1.2M.
Schwab US Aggregate Bond ETF made up 7.39% of VanderPol Investments's portfolio in Q4 2025, its #4 holding.
VanderPol Investments first reported a position in Schwab US Aggregate Bond ETF in Q4 2023 and has held it in 9 quarters since.
VanderPol Investments's Schwab US Aggregate Bond ETF position peaked at $4.3M in Q3 2024.
667 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2025.

Based on VanderPol Investments's 13F filing for Q4 2025, filed 4 Feb 2026.