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WealthPlan Investment Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

WealthPlan Investment Management’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
Q2 		$264K Sell
11,396
-2,820
-20% -$65.3K 0.01% 413
2026
Q1 		$330K Sell
14,216
-2,251
-14% -$52.7K 0.02% 371
2025
Q4 		$385K Sell
16,467
-2,409
-13% -$56.6K 0.02% 290
2025
Q3 		$443K Sell
18,876
-1,609
-8% -$37.4K 0.03% 238
2025
Q2 		$476K Buy
+20,485
New +$470K 0.03% 240
2023
Q1 		– Sell
-117,038
Closed -$2.72M – 547
2022
Q4 		$2.72M Buy
117,038
+19,692
+20% +$448K 0.19% 105
2022
Q3 		$2.29M Buy
+97,346
New +$2.32M 0.17% 102
2022
Q1 		$1.4M Buy
+57,636
New +$1.5M 0.1% 140

Other funds holding SCHZ

JP Morgan Chase
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
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
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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 $424B AUM 22.96% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

WealthPlan Investment Management's SCHZ Position: Q2 2026 in Review

WealthPlan Investment Management reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 20% in Q2 2026, selling an estimated $65.3K and leaving 11,396 shares worth $264K. The position accounts for 0.01% of the portfolio, ranked #413.

WealthPlan Investment Management first reported a position in SCHZ in Q1 2022 and has held it in 8 quarters since. The position peaked at $2.72M in Q4 2022. 668 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • WealthPlan Investment Management held 11,396 shares of Schwab US Aggregate Bond ETF worth $264K as of Q2 2026.
  • WealthPlan Investment Management sold 2,820 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $65.3K.
  • Schwab US Aggregate Bond ETF made up 0.01% of WealthPlan Investment Management's portfolio in Q2 2026, its #413 holding.
  • WealthPlan Investment Management first reported a position in Schwab US Aggregate Bond ETF in Q1 2022 and has held it in 8 quarters since.
  • WealthPlan Investment Management's Schwab US Aggregate Bond ETF position peaked at $2.72M in Q4 2022.
  • 668 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.