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

WealthPLAN 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
2026
Q2 		$4.69M Buy
202,624
+10,741
+6% +$249K 0.9% 30
2026
Q1 		$4.46M Buy
191,883
+4,791
+3% +$112K 0.86% 31
2025
Q4 		$4.37M Sell
187,092
-1,032
-0.5% -$24.2K 0.65% 39
2025
Q3 		$4.42M Buy
188,124
+14,322
+8% +$333K 0.66% 36
2025
Q2 		$4.04M Sell
173,802
-8,540
-5% -$196K 0.65% 39
2025
Q1 		$4.22M Buy
182,342
+9,669
+6% +$221K 0.6% 53
2024
Q4 		$3.92M Buy
172,673
+1,593
+0.9% +$36.8K 0.56% 59
2024
Q3 		$4.06M Sell
171,080
-6,652
-4% -$156K 0.55% 63
2024
Q2 		$4.05M Buy
177,732
+9,304
+6% +$211K 0.43% 66
2024
Q1 		$3.87M Buy
168,428
+6,614
+4% +$152K 0.4% 79
2023
Q4 		$3.77M Buy
161,814
+17,572
+12% +$393K 0.39% 79
2023
Q3 		$3.19M Buy
144,242
+16,554
+13% +$375K 0.37% 75
2023
Q2 		$2.95M Sell
127,688
-9,052
-7% -$211K 0.42% 68
2023
Q1 		$3.21M Buy
136,740
+19,702
+17% +$458K 0.36% 73
2022
Q4 		$2.71M Buy
+117,038
New +$2.66M 0.19% 103
2022
Q1 		$1.4M Buy
57,636
+16,160
+39% +$420K 0.1% 140
2021
Q4 		$1.09M Buy
+41,476
New +$1.12M 0.07% 167

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 Partners's SCHZ Position: Q2 2026 in Review

WealthPLAN Partners increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 5.6% in Q2 2026, buying an estimated $249K and bringing the position to 202,624 shares worth $4.69M. The position accounts for 0.9% of the portfolio, ranked #30.

WealthPLAN Partners first reported a position in SCHZ in Q4 2021 and has held it in 17 quarters since. 667 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • WealthPLAN Partners held 202,624 shares of Schwab US Aggregate Bond ETF worth $4.69M as of Q2 2026.
  • WealthPLAN Partners bought 10,741 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $249K.
  • Schwab US Aggregate Bond ETF made up 0.9% of WealthPLAN Partners's portfolio in Q2 2026, its #30 holding.
  • WealthPLAN Partners first reported a position in Schwab US Aggregate Bond ETF in Q4 2021 and has held it in 17 quarters since.
  • 667 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on WealthPLAN Partners's 13F filing for Q2 2026, filed 28 Jul 2026.