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 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

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 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 Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Act Wealth Management's SCHZ Position: Q2 2026 in Review

Act Wealth Management increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 2.5% in Q2 2026, buying an estimated $40.5K and bringing the position to 72,803 shares worth $1.68M. The position accounts for 0.49% of the portfolio, ranked #19.

Act Wealth Management first reported a position in SCHZ in Q4 2023 and has held it in 9 quarters since. The position peaked at $2.08M in Q2 2025. 672 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

Act Wealth Management held 72,803 shares of Schwab US Aggregate Bond ETF worth $1.68M as of Q2 2026.
Act Wealth Management bought 1,751 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $40.5K.
Schwab US Aggregate Bond ETF made up 0.49% of Act Wealth Management's portfolio in Q2 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 9 quarters since.
Act Wealth Management's Schwab US Aggregate Bond ETF position peaked at $2.08M in Q2 2025.
672 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Act Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.