Alaska Wealth Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.85M | Buy |
123,034
+21,240
| +21% | +$491K | 0.31% | 30 |
|
|
2026
Q1 | $2.36M | Buy |
101,794
+17,773
| +21% | +$416K | 0.28% | 29 |
|
|
2025
Q4 | $1.96M | Buy |
84,021
+13,539
| +19% | +$318K | 0.25% | 32 |
|
|
2025
Q3 | $1.65M | Buy |
70,482
+6,529
| +10% | +$152K | 0.22% | 31 |
|
|
2025
Q2 | $1.49M | Sell |
63,953
-2,321
| -4% | -$53.3K | 0.21% | 30 |
|
|
2025
Q1 | $1.53M | Buy |
66,274
+4,262
| +7% | +$97.6K | 0.24% | 30 |
|
|
2024
Q4 | $1.41M | Buy |
62,012
+3,406
| +6% | +$78.7K | 0.22% | 29 |
|
|
2024
Q3 | $1.39M | Sell |
58,606
-2,718
| -4% | -$63.6K | 0.21% | 30 |
|
|
2024
Q2 | $1.4M | Buy |
61,324
+2,594
| +4% | +$58.8K | 0.22% | 30 |
|
|
2024
Q1 | $1.35M | Sell |
58,730
-200
| -0.3% | -$4.6K | 0.2% | 32 |
|
|
2023
Q4 | $1.37M | Buy |
58,930
+11,276
| +24% | +$252K | 0.23% | 29 |
|
|
2023
Q3 | $1.05M | Buy |
47,654
+2,742
| +6% | +$62.1K | 0.17% | 29 |
|
|
2023
Q2 | $1.04M | Sell |
44,912
-32,678
| -42% | -$760K | 0.16% | 30 |
|
|
2023
Q1 | $1.82M | Buy |
77,590
+4,402
| +6% | +$102K | 0.3% | 26 |
|
|
2022
Q4 | $1.67M | Sell |
73,188
-720
| -1% | -$16.4K | 0.3% | 25 |
|
|
2022
Q3 | $1.67M | Sell |
73,908
-2,868
| -4% | -$68.3K | 0.33% | 27 |
|
|
2022
Q2 | $1.84M | Sell |
76,776
-688
| -0.9% | -$16.7K | 0.37% | 25 |
|
|
2022
Q1 | $1.96M | Buy |
77,464
+1,284
| +2% | +$33.3K | 0.36% | 22 |
|
|
2021
Q4 | $2.05M | Buy |
76,180
+270
| +0.4% | +$7.3K | 0.36% | 20 |
|
|
2021
Q3 | $2.06M | Buy |
75,910
+1,864
| +3% | +$51.1K | 0.4% | 22 |
|
|
2021
Q2 | $2.02M | Buy |
74,046
+10,966
| +17% | +$298K | 0.39% | 21 |
|
|
2021
Q1 | $1.7M | Buy |
63,080
+7,564
| +14% | +$208K | 0.34% | 23 |
|
|
2020
Q4 | $1.55M | Buy |
55,516
+2,962
| +6% | +$82.8K | 0.32% | 23 |
|
|
2020
Q3 | $1.47M | Buy |
52,554
+5,218
| +11% | +$147K | 0.32% | 21 |
|
|
2020
Q2 | $1.33M | Sell |
47,336
-4,704
| -9% | -$131K | 0.31% | 23 |
|
|
2020
Q1 | $1.41M | Buy |
52,040
+6,878
| +15% | +$186K | 0.39% | 20 |
|
|
2019
Q4 | $1.21M | Buy |
+45,162
| New | +$1.21M | 0.19% | 26 |
|
|
2019
Q3 | – | Sell |
-147,642
| Closed | -$3.83M | – | 56 |
|
|
2019
Q2 | $3.83M | Hold |
147,642
| – | – | 0.41% | 23 |
|
|
2019
Q1 | $3.83M | Buy |
147,642
+9,808
| +7% | +$250K | 0.41% | 23 |
|
|
2018
Q4 | $3.49M | Sell |
137,834
-2,642
| -2% | -$66K | 1.08% | 18 |
|
|
2018
Q3 | $3.53M | Buy |
140,476
+7,566
| +6% | +$191K | 1.06% | 19 |
|
|
2018
Q2 | $3.37M | Buy |
132,910
+1,378
| +1% | +$34.8K | 1.08% | 19 |
|
|
2018
Q1 | $3.35M | Buy |
131,532
+5,372
| +4% | +$137K | 1.16% | 18 |
|
|
2017
Q4 | $3.28M | Buy |
+126,160
| New | +$3.29M | 1.18% | 17 |
|
Other funds holding SCHZ
RIM
APP
CST
KBFS
RA
Alaska Wealth Advisors's SCHZ Position: Q2 2026 in Review
Alaska Wealth Advisors increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 21% in Q2 2026, buying an estimated $491K and bringing the position to 123,034 shares worth $2.85M. The position accounts for 0.31% of the portfolio, ranked #30.
Alaska Wealth Advisors first reported a position in SCHZ in Q4 2017 and has held it in 34 quarters since. The position peaked at $3.83M in Q2 2019. 668 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.
- Alaska Wealth Advisors held 123,034 shares of Schwab US Aggregate Bond ETF worth $2.85M as of Q2 2026.
- Alaska Wealth Advisors bought 21,240 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $491K.
- Schwab US Aggregate Bond ETF made up 0.31% of Alaska Wealth Advisors's portfolio in Q2 2026, its #30 holding.
- Alaska Wealth Advisors first reported a position in Schwab US Aggregate Bond ETF in Q4 2017 and has held it in 34 quarters since.
- Alaska Wealth Advisors's Schwab US Aggregate Bond ETF position peaked at $3.83M in Q2 2019.
- 668 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.
Based on Alaska Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.