Vertex Planning Partners’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Vertex Planning Partners’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	–	Sell	-229,453	Closed	-$5.39M	–	187
2025 Q3	$5.39M	Buy	229,453 +956	+0.4%	+$22.2K	1.03%	22
2025 Q2	$5.31M	Sell	228,497 -143	-0.1%	-$3.28K	1.11%	22
2025 Q1	$5.3M	Buy	228,640 +3,024	+1%	+$69.3K	1.16%	23
2024 Q4	$5.12M	Buy	225,616 +5,984	+3%	+$138K	1.13%	20
2024 Q3	$5.22M	Buy	219,632 +165,544	+306%	+$3.88M	1.25%	17
2024 Q2	$1.23M	Sell	54,088 -1,202	-2%	-$27.2K	0.32%	41
2024 Q1	$1.27M	Buy	55,290 +11,734	+27%	+$270K	0.35%	40
2023 Q4	$1.02M	Sell	43,556 -3,764	-8%	-$84.2K	0.3%	41
2023 Q3	$1.05M	Buy	47,320 +3,046	+7%	+$69K	0.36%	38
2023 Q2	$1.02M	Buy	44,274 +2,330	+6%	+$54.2K	0.35%	43
2023 Q1	$984K	Buy	41,944 +15,324	+58%	+$357K	0.37%	40
2022 Q4	$608K	Buy	+26,620	New	+$606K	0.24%	57

Other funds holding SCHZ

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

RIM

Rockbridge Investment Management Syracuse, New York $1.23B AUM 15.23% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 $56.3B AUM 17.83% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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 $1.15T AUM 47.82% 1-Year Est. Return

Vertex Planning Partners's SCHZ Position: Q4 2025 in Review

Vertex Planning Partners sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q4 2025, closing a stake of 229,453 shares — an estimated $5.39M sold.

Vertex Planning Partners first reported a position in SCHZ in Q4 2022 and held it in 12 quarters. The position peaked at $5.39M in Q3 2025. 669 funds tracked by Wall St. Rank hold SCHZ as of Q4 2025.

Vertex Planning Partners reported no remaining Schwab US Aggregate Bond ETF position as of Q4 2025 after selling out during the quarter.
Vertex Planning Partners sold 229,453 Schwab US Aggregate Bond ETF shares in Q4 2025, an estimated $5.39M.
Vertex Planning Partners first reported a position in Schwab US Aggregate Bond ETF in Q4 2022 and held it in 12 quarters.
Vertex Planning Partners's Schwab US Aggregate Bond ETF position peaked at $5.39M in Q3 2025.
669 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2025.

Based on Vertex Planning Partners's 13F filing for Q4 2025, filed 17 Feb 2026.