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Adamsbrown Wealth Consultants’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Adamsbrown Wealth Consultants’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 		$2.1M Buy
90,885
+5,260
+6% +$122K 0.4% 36
2026
Q1 		$1.99M Buy
85,625
+8,418
+11% +$197K 0.53% 31
2025
Q4 		$1.8M Buy
77,207
+6,124
+9% +$144K 0.5% 29
2025
Q3 		$1.67M Buy
71,083
+7,609
+12% +$177K 0.46% 29
2025
Q2 		$1.48M Buy
63,474
+2,631
+4% +$60.4K 0.43% 28
2025
Q1 		$1.41M Sell
60,843
-1,268
-2% -$29K 0.44% 29
2024
Q4 		$1.41M Buy
62,111
+3,811
+7% +$88K 0.48% 26
2024
Q3 		$1.39M Buy
58,300
+5,586
+11% +$131K 0.48% 23
2024
Q2 		$1.2M Sell
52,714
-5,494
-9% -$125K 0.47% 24
2024
Q1 		$1.34M Buy
58,208
+3,330
+6% +$76.6K 0.54% 19
2023
Q4 		$1.28M Sell
54,878
-2,466
-4% -$55.2K 0.56% 20
2023
Q3 		$1.27M Sell
57,344
-21,452
-27% -$486K 0.62% 21
2023
Q2 		$1.82M Sell
78,796
-6,146
-7% -$143K 0.96% 17
2023
Q1 		$1.99M Buy
84,942
+6,944
+9% +$162K 1.15% 16
2022
Q4 		$1.78M Sell
77,998
-26,268
-25% -$598K 1.08% 17
2022
Q3 		$2.36M Sell
104,266
-247,142
-70% -$5.88M 1.8% 13
2022
Q2 		$8.41M Sell
351,408
-241,802
-41% -$5.85M 6.62% 3
2022
Q1 		$15M Buy
593,210
+75,272
+15% +$1.95M 11.88% 2
2021
Q4 		$14M Buy
+517,938
New +$14M 12.58% 2

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 $103B AUM 28.65% 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

Adamsbrown Wealth Consultants's SCHZ Position: Q2 2026 in Review

Adamsbrown Wealth Consultants increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 6.1% in Q2 2026, buying an estimated $122K and bringing the position to 90,885 shares worth $2.1M. The position accounts for 0.4% of the portfolio, ranked #36.

Adamsbrown Wealth Consultants first reported a position in SCHZ in Q4 2021 and has held it in 19 quarters since. The position peaked at $15M in Q1 2022. 668 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Adamsbrown Wealth Consultants held 90,885 shares of Schwab US Aggregate Bond ETF worth $2.1M as of Q2 2026.
  • Adamsbrown Wealth Consultants bought 5,260 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $122K.
  • Schwab US Aggregate Bond ETF made up 0.4% of Adamsbrown Wealth Consultants's portfolio in Q2 2026, its #36 holding.
  • Adamsbrown Wealth Consultants first reported a position in Schwab US Aggregate Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Adamsbrown Wealth Consultants's Schwab US Aggregate Bond ETF position peaked at $15M in Q1 2022.
  • 668 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Adamsbrown Wealth Consultants's 13F filing for Q2 2026, filed 9 Jul 2026.