Vantage Financial Partners (Wisconsin)’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Vantage Financial Partners (Wisconsin)’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	$2.15M	Buy	91,892 +221	+0.2%	+$5.19K	0.44%	38
2025 Q3	$2.15M	Sell	91,671 -3,689	-4%	-$85.7K	0.45%	38
2025 Q2	$2.22M	Sell	95,360 -2,825	-3%	-$64.8K	0.51%	33
2025 Q1	$2.27M	Sell	98,185 -6,943	-7%	-$159K	0.57%	29
2024 Q4	$2.39M	Sell	105,128 -3,660	-3%	-$84.6K	0.6%	27
2024 Q3	$2.58M	Sell	108,788 -318,644	-75%	-$7.46M	0.64%	21
2024 Q2	$9.74M	Buy	427,432 +12,292	+3%	+$279K	2.53%	12
2024 Q1	$9.55M	Buy	415,140 +4,650	+1%	+$107K	2.57%	12
2023 Q4	$9.57M	Buy	410,490 +20,748	+5%	+$464K	2.81%	12
2023 Q3	$8.62M	Buy	389,742 +19,822	+5%	+$449K	3.39%	10
2023 Q2	$8.54M	Sell	369,920 -1,090	-0.3%	-$25.4K	3.19%	13
2023 Q1	$8.7M	Buy	+371,010	New	+$8.63M	3.46%	9

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

Vantage Financial Partners (Wisconsin)'s SCHZ Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 0.24% in Q4 2025, buying an estimated $5.19K and bringing the position to 91,892 shares worth $2.15M. The position accounts for 0.44% of the portfolio, ranked #38.

Vantage Financial Partners (Wisconsin) first reported a position in SCHZ in Q1 2023 and has held it in 12 quarters since. The position peaked at $9.74M in Q2 2024. 667 funds tracked by Wall St. Rank hold SCHZ as of Q4 2025.

Vantage Financial Partners (Wisconsin) held 91,892 shares of Schwab US Aggregate Bond ETF worth $2.15M as of Q4 2025.
Vantage Financial Partners (Wisconsin) bought 221 Schwab US Aggregate Bond ETF shares in Q4 2025, an estimated $5.19K.
Schwab US Aggregate Bond ETF made up 0.44% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #38 holding.
Vantage Financial Partners (Wisconsin) first reported a position in Schwab US Aggregate Bond ETF in Q1 2023 and has held it in 12 quarters since.
Vantage Financial Partners (Wisconsin)'s Schwab US Aggregate Bond ETF position peaked at $9.74M in Q2 2024.
667 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.