Act Wealth Management
SCHZ icon

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

Act 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
2026
Q3 		$1.74M Buy
78,787
+5,984
+8% +$136K 0.51% 19
2026
Q2 		$1.68M Buy
72,803
+1,751
+2% +$40.5K 0.49% 19
2026
Q1 		$1.65M Buy
71,052
+127
+0.2% +$2.97K 0.55% 19
2025
Q4 		$1.66M Sell
70,925
-517
-0.7% -$12.1K 0.54% 18
2025
Q3 		$1.68M Sell
71,442
-18,240
-20% -$424K 0.59% 17
2025
Q2 		$2.08M Buy
89,682
+1,936
+2% +$44.4K 0.88% 13
2025
Q1 		$2.03M Buy
87,746
+4,313
+5% +$98.8K 0.92% 14
2024
Q4 		$1.89M Buy
83,433
+2,845
+4% +$65.7K 0.89% 14
2024
Q3 		$1.91M Buy
+80,588
New +$1.89M 0.85% 14
2024
Q1 		– Sell
-9,500
Closed -$221K – 49
2023
Q4 		$221K Buy
+9,500
New +$213K 0.12% 35

Other funds holding SCHZ

Rockbridge Investment Management
Rockbridge Investment Management Syracuse, New York $1.25B AUM 8.34% 1-Year Est. Return
Avantax Planning Partners
Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Kohmann Bosshard Financial Services
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.19B AUM 9.66% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
Rational Advisors
Rational Advisors Huntington, New York $1.08B AUM 5.43% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
Pioneer Wealth Management Group
Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Horst & Graben Wealth Management
Horst & Graben Wealth Management Portland, Oregon $767M AUM 13.45% 1-Year Est. Return

Act Wealth Management's SCHZ Position: Q3 2026 in Review

Act Wealth Management increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 8.2% in Q3 2026, buying an estimated $136K and bringing the position to 78,787 shares worth $1.74M. The position accounts for 0.51% of the portfolio, ranked #19.

Act Wealth Management first reported a position in SCHZ in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.08M in Q2 2025. 466 funds tracked by Wall St. Rank hold SCHZ as of Q3 2026.

  • Act Wealth Management held 78,787 shares of Schwab US Aggregate Bond ETF worth $1.74M as of Q3 2026.
  • Act Wealth Management bought 5,984 Schwab US Aggregate Bond ETF shares in Q3 2026, an estimated $136K.
  • Schwab US Aggregate Bond ETF made up 0.51% of Act Wealth Management's portfolio in Q3 2026, its #19 holding.
  • Act Wealth Management first reported a position in Schwab US Aggregate Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • Act Wealth Management's Schwab US Aggregate Bond ETF position peaked at $2.08M in Q2 2025.
  • 466 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2026.

Based on Act Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.