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

WealthShield 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 		$399K Sell
17,231
-287,487
-94% -$6.65M 0.06% 174
2026
Q1 		$7.08M Buy
304,718
+19,799
+7% +$463K 0.79% 28
2025
Q4 		$6.66M Buy
284,919
+53,792
+23% +$1.26M 0.73% 31
2025
Q3 		$5.42M Buy
231,127
+340
+0.1% +$7.9K 0.62% 45
2025
Q2 		$5.36M Sell
230,787
-71,508
-24% -$1.64M 0.65% 40
2025
Q1 		$7M Buy
302,295
+1,609
+0.5% +$36.9K 0.9% 28
2024
Q4 		$6.83M Sell
300,686
-131,680
-30% -$3.04M 0.97% 28
2024
Q3 		$10.3M Buy
432,366
+27,334
+7% +$640K 1.39% 14
2024
Q2 		$9.23M Buy
405,032
+12,788
+3% +$290K 1.41% 15
2024
Q1 		$9.02M Buy
392,244
+152,536
+64% +$3.51M 1.46% 11
2023
Q4 		$5.59M Sell
239,708
-33,538
-12% -$750K 0.92% 23
2023
Q3 		$6.04M Sell
273,246
-64,922
-19% -$1.47M 0.91% 24
2023
Q2 		$7.8M Buy
338,168
+7,702
+2% +$179K 1.18% 20
2023
Q1 		$7.75M Buy
330,466
+31,808
+11% +$740K 1.25% 18
2022
Q4 		$6.82M Buy
298,658
+247,500
+484% +$5.63M 1.31% 15
2022
Q3 		$1.16M Buy
51,158
+332
+0.7% +$7.9K 0.23% 114
2022
Q2 		$1.22M Sell
50,826
-8,696
-15% -$210K 0.24% 106
2022
Q1 		$1.5M Sell
59,522
-28,800
-33% -$748K 0.24% 100
2021
Q4 		$2.38M Buy
88,322
+78,034
+758% +$2.11M 0.4% 59
2021
Q3 		$279K Sell
10,288
-146,728
-93% -$4.02M 0.07% 194
2021
Q2 		$4.29M Buy
157,016
+25,376
+19% +$689K 0.67% 43
2021
Q1 		$3.55M Buy
131,640
+12,128
+10% +$333K 0.64% 49
2020
Q4 		$3.35M Buy
119,512
+111,020
+1,307% +$3.1M 0.62% 50
2020
Q3 		$238K Sell
8,492
-10
-0.1% -$282 0.08% 225
2020
Q2 		$239K Sell
8,502
-920
-10% -$25.6K 0.11% 176
2020
Q1 		$256K Sell
9,422
-910
-9% -$24.6K 0.16% 129
2019
Q4 		$276K Buy
10,332
+466
+5% +$12.5K 0.13% 145
2019
Q3 		$266K Buy
9,866
+708
+8% +$18.9K 0.14% 140
2019
Q2 		$243K Sell
9,158
-2,066
-18% -$53.7K 0.14% 136
2019
Q1 		$291K Buy
+11,224
New +$286K 0.16% 108

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 $104B AUM 28.3% 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

WealthShield Partners's SCHZ Position: Q2 2026 in Review

WealthShield Partners reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 94% in Q2 2026, selling an estimated $6.65M and leaving 17,231 shares worth $399K. The position accounts for 0.06% of the portfolio, ranked #174.

WealthShield Partners first reported a position in SCHZ in Q1 2019 and has held it in 30 quarters since. The position peaked at $10.3M in Q3 2024. 670 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • WealthShield Partners held 17,231 shares of Schwab US Aggregate Bond ETF worth $399K as of Q2 2026.
  • WealthShield Partners sold 287,487 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $6.65M.
  • Schwab US Aggregate Bond ETF made up 0.06% of WealthShield Partners's portfolio in Q2 2026, its #174 holding.
  • WealthShield Partners first reported a position in Schwab US Aggregate Bond ETF in Q1 2019 and has held it in 30 quarters since.
  • WealthShield Partners's Schwab US Aggregate Bond ETF position peaked at $10.3M in Q3 2024.
  • 670 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.