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Vista Capital Partners’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Vista Capital 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
Q3 		– Sell
-10,440
Closed -$243K – 152
2025
Q2 		$243K Buy
+10,440
New +$240K 0.03% 107

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Vista Capital Partners's SCHZ Position: Q3 2025 in Review

Vista Capital Partners sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q3 2025, closing a stake of 10,440 shares — an estimated $243K sold.

Vista Capital Partners first reported a position in SCHZ in Q2 2025 and held it in 1 quarter. The position peaked at $243K in Q2 2025. 630 funds tracked by Wall St. Rank hold SCHZ as of Q3 2025.

  • Vista Capital Partners reported no remaining Schwab US Aggregate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Vista Capital Partners sold 10,440 Schwab US Aggregate Bond ETF shares in Q3 2025, an estimated $243K.
  • Vista Capital Partners first reported a position in Schwab US Aggregate Bond ETF in Q2 2025 and held it in 1 quarter.
  • Vista Capital Partners's Schwab US Aggregate Bond ETF position peaked at $243K in Q2 2025.
  • 630 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2025.

Based on Vista Capital Partners's 13F filing for Q3 2025, filed 7 Nov 2025.