AWM
SCHZ icon

Accredited Wealth Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Accredited Wealth 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
2025
Q3 		$77.2K Buy
15,699
+11,410
+266% +$265K 0.06% 116
2025
Q2 		$99.7K Buy
4,289
+2
+0% +$46 0.08% 97
2025
Q1 		$99.3K Buy
4,287
+2
+0% +$46 0.08% 88
2024
Q4 		$97.3K Buy
+4,285
New +$99K 0.09% 100

Other funds holding SCHZ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $49.2B AUM 14.31% 1-Year Est. Return
TWP
Total Wealth Planning Cincinnati, Ohio $46.7M AUM 13.43% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Accredited Wealth Management's SCHZ Position: Q3 2025 in Review

Accredited Wealth Management increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 266% in Q3 2025, buying an estimated $265K and bringing the position to 15,699 shares worth $77.2K. The position accounts for 0.06% of the portfolio, ranked #116.

Accredited Wealth Management first reported a position in SCHZ in Q4 2024 and has held it in 4 quarters since. The position peaked at $99.7K in Q2 2025. 626 funds tracked by Wall St. Rank hold SCHZ as of Q3 2025.

  • Accredited Wealth Management held 15,699 shares of Schwab US Aggregate Bond ETF worth $77.2K as of Q3 2025.
  • Accredited Wealth Management bought 11,410 Schwab US Aggregate Bond ETF shares in Q3 2025, an estimated $265K.
  • Schwab US Aggregate Bond ETF made up 0.06% of Accredited Wealth Management's portfolio in Q3 2025, its #116 holding.
  • Accredited Wealth Management first reported a position in Schwab US Aggregate Bond ETF in Q4 2024 and has held it in 4 quarters since.
  • Accredited Wealth Management's Schwab US Aggregate Bond ETF position peaked at $99.7K in Q2 2025.
  • 626 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.