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

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 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 Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 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. 671 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.
671 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.