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Aletheian Wealth Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Aletheian Wealth Advisors’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 		$837K Hold
36,183
– – 0.36% 47
2026
Q1 		$840K Buy
+36,183
New +$847K 0.41% 43
2025
Q3 		$849K Sell
36,179
-1
-0% -$23 0.39% 44
2025
Q2 		$841K Sell
36,180
-4
-0% -$92 0.41% 45
2025
Q1 		$838K Buy
36,184
+1
+0% +$23 0.47% 43
2024
Q4 		$821K Buy
36,183
+1
+0% +$23 0.49% 42
2024
Q3 		$860K Sell
36,182
-2
-0% -$47 0.5% 39
2024
Q2 		$825K Hold
36,184
– – 0.43% 55
2024
Q1 		$832K Hold
36,184
– – 0.45% 55
2023
Q4 		$843K Sell
36,184
-2,948
-8% -$65.9K 0.56% 45
2023
Q3 		$865K Sell
39,132
-4,760
-11% -$108K 0.66% 40
2023
Q2 		$1.01M Buy
+43,892
New +$1.02M 0.69% 37
2022
Q3 		– Sell
-16,964
Closed -$406K – 56
2022
Q2 		$406K Buy
+16,964
New +$411K 0.41% 40

Other funds holding SCHZ

CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
PWMG
Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ZRP
Zynergy Retirement Planning Red Bank, New Jersey $184M AUM 16.04% 1-Year Est. Return
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return
AFP
Arnold Financial Planning Hiawatha, Iowa $134M AUM
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return

Aletheian Wealth Advisors's SCHZ Position: Q2 2026 in Review

Aletheian Wealth Advisors held its Schwab US Aggregate Bond ETF (SCHZ) position steady in Q2 2026 at 36,183 shares worth $837K. The position accounts for 0.36% of the portfolio, ranked #47.

Aletheian Wealth Advisors first reported a position in SCHZ in Q2 2022 and has held it in 13 quarters since. The position peaked at $1.01M in Q2 2023. 149 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Aletheian Wealth Advisors held 36,183 shares of Schwab US Aggregate Bond ETF worth $837K as of Q2 2026.
  • Aletheian Wealth Advisors left its Schwab US Aggregate Bond ETF share count unchanged in Q2 2026.
  • Schwab US Aggregate Bond ETF made up 0.36% of Aletheian Wealth Advisors's portfolio in Q2 2026, its #47 holding.
  • Aletheian Wealth Advisors first reported a position in Schwab US Aggregate Bond ETF in Q2 2022 and has held it in 13 quarters since.
  • Aletheian Wealth Advisors's Schwab US Aggregate Bond ETF position peaked at $1.01M in Q2 2023.
  • 149 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

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