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Advisory Alpha’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Advisory Alpha’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 		– Sell
-33,061
Closed -$768K – 603
2026
Q1 		$768K Buy
33,061
+5,257
+19% +$123K 0.02% 240
2025
Q4 		$650K Sell
27,804
-3,652
-12% -$85.8K 0.02% 258
2025
Q3 		$739K Buy
31,456
+4,043
+15% +$93.9K 0.02% 234
2025
Q2 		$637K Buy
27,413
+1,710
+7% +$39.2K 0.02% 233
2025
Q1 		$595K Buy
25,703
+4,606
+22% +$106K 0.02% 223
2024
Q4 		$479K Sell
21,097
-7,223
-26% -$167K 0.02% 241
2024
Q3 		$673K Buy
28,320
+9,166
+48% +$215K 0.02% 189
2024
Q2 		$437K Buy
19,154
+1,132
+6% +$25.7K 0.02% 233
2024
Q1 		$415K Buy
18,022
+398
+2% +$9.15K 0.02% 241
2023
Q4 		$411K Sell
17,624
-28,478
-62% -$637K 0.02% 220
2023
Q3 		$1.02M Sell
46,102
-24,470
-35% -$555K 0.05% 135
2023
Q2 		$1.63M Buy
+70,572
New +$1.64M 0.08% 117
2020
Q2 		– Sell
-1,908
Closed -$51.8K – 515
2020
Q1 		$51.8K Buy
+1,908
New +$51.5K 0.01% 202
2018
Q4 		– Sell
-152,728
Closed -$3.81M – 149
2018
Q3 		$3.81M Buy
152,728
+11,358
+8% +$287K 0.97% 33
2018
Q2 		$3.57M Buy
141,370
+14,440
+11% +$365K 0.89% 35
2018
Q1 		$3.19M Buy
126,930
+26,640
+27% +$681K 1.11% 26
2017
Q4 		$2.58M Buy
100,290
+55,100
+122% +$1.44M 0.84% 31
2017
Q3 		$1.18M Buy
45,190
+2,980
+7% +$78.1K 0.33% 65
2017
Q2 		$1.1M Buy
42,210
+5,974
+16% +$156K 0.32% 69
2017
Q1 		$938K Buy
+36,236
New +$935K 0.32% 54
2016
Q4 		– Sell
-13,010
Closed -$349K – 128
2016
Q3 		$349K Buy
13,010
+11,888
+1,060% +$319K 0.15% 48
2016
Q2 		$30K Buy
+1,122
New +$29.7K 0.01% 58

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

Advisory Alpha's SCHZ Position: Q2 2026 in Review

Advisory Alpha sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2026, closing a stake of 33,061 shares — an estimated $768K sold.

Advisory Alpha first reported a position in SCHZ in Q2 2016 and held it in 22 quarters. The position peaked at $3.81M in Q3 2018. 667 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Advisory Alpha reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Advisory Alpha sold 33,061 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $768K.
  • Advisory Alpha first reported a position in Schwab US Aggregate Bond ETF in Q2 2016 and held it in 22 quarters.
  • Advisory Alpha's Schwab US Aggregate Bond ETF position peaked at $3.81M in Q3 2018.
  • 667 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Advisory Alpha's 13F filing for Q2 2026, filed 11 Aug 2026.