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Advisor OS’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Advisor OS’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 		$5.39M Buy
233,114
+213,617
+1,096% +$4.94M 0.36% 51
2026
Q1 		$453K Sell
19,497
-198,780
-91% -$4.65M 0.03% 319
2025
Q4 		$5.1M Sell
218,277
-351
-0.2% -$8.24K 0.41% 41
2025
Q3 		$5.13M Sell
218,628
-147
-0.1% -$3.42K 0.44% 33
2025
Q2 		$5.08M Buy
+218,775
New +$5.02M 0.5% 31
2025
Q1 		– Sell
-202,482
Closed -$4.6M – 453
2024
Q4 		$4.6M Sell
202,482
-582
-0.3% -$13.4K 0.53% 29
2024
Q3 		$4.82M Buy
203,064
+936
+0.5% +$21.9K 0.48% 35
2024
Q2 		$4.61M Sell
202,128
-3,260
-2% -$73.9K 0.5% 36
2024
Q1 		$4.72M Buy
205,388
+736
+0.4% +$16.9K 0.54% 36
2023
Q4 		$4.77M Buy
+204,652
New +$4.58M 0.62% 26
2023
Q1 		– Sell
-774,192
Closed -$17.7M – 248
2022
Q4 		$17.7M Sell
774,192
-26,148
-3% -$595K 4.69% 4
2022
Q3 		$18.1M Buy
800,340
+3,788
+0.5% +$90.2K 5.47% 3
2022
Q2 		$19.1M Buy
+796,552
New +$19.3M 5.56% 3

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 $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
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

Advisor OS's SCHZ Position: Q2 2026 in Review

Advisor OS increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 1,096% in Q2 2026, buying an estimated $4.94M and bringing the position to 233,114 shares worth $5.39M. The position accounts for 0.36% of the portfolio, ranked #51.

Advisor OS first reported a position in SCHZ in Q2 2022 and has held it in 13 quarters since. The position peaked at $19.1M in Q2 2022. 672 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Advisor OS held 233,114 shares of Schwab US Aggregate Bond ETF worth $5.39M as of Q2 2026.
  • Advisor OS bought 213,617 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $4.94M.
  • Schwab US Aggregate Bond ETF made up 0.36% of Advisor OS's portfolio in Q2 2026, its #51 holding.
  • Advisor OS first reported a position in Schwab US Aggregate Bond ETF in Q2 2022 and has held it in 13 quarters since.
  • Advisor OS's Schwab US Aggregate Bond ETF position peaked at $19.1M in Q2 2022.
  • 672 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.