5T Wealth’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

5T Wealth’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	$3M	Sell	129,547 -19,605	-13%	-$454K	1.12%	24
2026 Q1	$3.46M	Buy	149,152 +28,475	+24%	+$666K	1.37%	21
2025 Q4	$2.82M	Sell	120,677 -7,412	-6%	-$174K	1.13%	26
2025 Q3	$3.01M	Buy	128,089 +8,044	+7%	+$187K	1.31%	22
2025 Q2	$2.79M	Sell	120,045 -14,353	-11%	-$329K	1.33%	23
2025 Q1	$3.11M	Sell	134,398 -26,055	-16%	-$597K	1.67%	16
2024 Q4	$3.64M	Buy	+160,453	New	+$3.71M	1.99%	13

Other funds holding SCHZ

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

PWMG

Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

HGWM

Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return

ZRP

Zynergy Retirement Planning Red Bank, New Jersey $184M AUM 16.04% 1-Year Est. Return

TCM

TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return

BDFN

Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return

5T Wealth's SCHZ Position: Q2 2026 in Review

5T Wealth reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 13% in Q2 2026, selling an estimated $454K and leaving 129,547 shares worth $3M. The position accounts for 1.12% of the portfolio, ranked #24.

5T Wealth first reported a position in SCHZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.64M in Q4 2024. 275 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

5T Wealth held 129,547 shares of Schwab US Aggregate Bond ETF worth $3M as of Q2 2026.
5T Wealth sold 19,605 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $454K.
Schwab US Aggregate Bond ETF made up 1.12% of 5T Wealth's portfolio in Q2 2026, its #24 holding.
5T Wealth first reported a position in Schwab US Aggregate Bond ETF in Q4 2024 and has held it in 7 quarters since.
5T Wealth's Schwab US Aggregate Bond ETF position peaked at $3.64M in Q4 2024.
275 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on 5T Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.