AWM
SCHZ icon

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

AE 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 		$9.94M Buy
429,753
+50,227
+13% +$1.16M 0.05% 308
2026
Q1 		$8.81M Buy
379,526
+15,554
+4% +$364K 0.05% 310
2025
Q4 		$8.51M Sell
363,972
-43,205
-11% -$1.01M 0.05% 309
2025
Q3 		$9.56M Buy
407,177
+37,834
+10% +$879K 0.06% 272
2025
Q2 		$8.58M Buy
369,343
+15,754
+4% +$361K 0.06% 273
2025
Q1 		$8.19M Buy
353,589
+22,761
+7% +$521K 0.07% 263
2024
Q4 		$7.51M Buy
330,828
+36,972
+13% +$854K 0.06% 274
2024
Q3 		$6.98M Sell
293,856
-26,314
-8% -$616K 0.06% 281
2024
Q2 		$7.3M Buy
320,170
+5,712
+2% +$129K 0.07% 267
2024
Q1 		$7.23M Buy
314,458
+40,962
+15% +$942K 0.08% 249
2023
Q4 		$6.3M Sell
273,496
-118,670
-30% -$2.65M 0.03% 530
2023
Q3 		$8.67M Buy
392,166
+19,662
+5% +$446K 0.05% 412
2023
Q2 		$8.6M Sell
372,504
-40,788
-10% -$949K 0.05% 403
2023
Q1 		$9.69M Buy
413,292
+182,182
+79% +$4.24M 0.06% 349
2022
Q4 		$5.28M Sell
231,110
-6,376
-3% -$145K 0.04% 470
2022
Q3 		$5.38M Sell
237,486
-22,546
-9% -$537K 0.04% 419
2022
Q2 		$6.22M Buy
260,032
+5,940
+2% +$144K 0.05% 373
2022
Q1 		$6.42M Buy
254,092
+246,096
+3,078% +$6.39M 0.04% 376
2021
Q4 		$215K Buy
+7,996
New +$216K ﹤0.01% 1578
2020
Q4 		– Sell
-9,418
Closed -$264K – 1419
2020
Q3 		$264K Buy
9,418
+600
+7% +$16.9K ﹤0.01% 1085
2020
Q2 		$248K Sell
8,818
-9,332
-51% -$260K ﹤0.01% 1094
2020
Q1 		$492K Sell
18,150
-24,886
-58% -$672K 0.01% 685
2019
Q4 		$1.15M Buy
43,036
+33,538
+353% +$899K 0.03% 504
2019
Q3 		$256K Sell
9,498
-1,604
-14% -$42.9K 0.01% 839
2019
Q2 		$294K Sell
11,102
-2,034
-15% -$52.9K 0.01% 759
2019
Q1 		$341K Sell
13,136
-5,798
-31% -$148K 0.02% 429
2018
Q4 		$479K Buy
18,934
+8,988
+90% +$224K 0.08% 253
2018
Q3 		$250K Buy
+9,946
New +$251K 0.01% 498
2018
Q2 		– Sell
-11,650
Closed -$297K – 498
2018
Q1 		$297K Buy
+11,650
New +$298K 0.02% 329

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

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

AE Wealth Management increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 13% in Q2 2026, buying an estimated $1.16M and bringing the position to 429,753 shares worth $9.94M. The position accounts for 0.05% of the portfolio, ranked #308.

AE Wealth Management first reported a position in SCHZ in Q1 2018 and has held it in 29 quarters since. 668 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • AE Wealth Management held 429,753 shares of Schwab US Aggregate Bond ETF worth $9.94M as of Q2 2026.
  • AE Wealth Management bought 50,227 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $1.16M.
  • Schwab US Aggregate Bond ETF made up 0.05% of AE Wealth Management's portfolio in Q2 2026, its #308 holding.
  • AE Wealth Management first reported a position in Schwab US Aggregate Bond ETF in Q1 2018 and has held it in 29 quarters since.
  • 668 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.