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Altus Wealth Group’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Altus Wealth Group’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
-9,705
Closed -$225K – 161
2026
Q1 		$225K Buy
+9,705
New +$227K 0.09% 127
2023
Q1 		– Sell
-30,210
Closed -$690K – 147
2022
Q4 		$690K Buy
+30,210
New +$688K 0.52% 52
2021
Q3 		– Sell
-2,866
Closed -$78K – 118
2021
Q2 		$78K Hold
2,866
– – 0.08% 113
2021
Q1 		$78K Hold
2,866
– – 0.08% 116
2020
Q4 		$80K Buy
+2,866
New +$80.1K 0.08% 154

Other funds holding SCHZ

APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
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
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 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
FLA
Financial Life Advisors San Antonio, Texas $352M AUM 15.76% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
HGWM
Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return
ZRP
Zynergy Retirement Planning Red Bank, New Jersey $184M AUM 16.04% 1-Year Est. Return

Altus Wealth Group's SCHZ Position: Q2 2026 in Review

Altus Wealth Group sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2026, closing a stake of 9,705 shares — an estimated $225K sold.

Altus Wealth Group first reported a position in SCHZ in Q4 2020 and held it in 5 quarters. The position peaked at $690K in Q4 2022. 312 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Altus Wealth Group reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Altus Wealth Group sold 9,705 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $225K.
  • Altus Wealth Group first reported a position in Schwab US Aggregate Bond ETF in Q4 2020 and held it in 5 quarters.
  • Altus Wealth Group's Schwab US Aggregate Bond ETF position peaked at $690K in Q4 2022.
  • 312 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Altus Wealth Group's 13F filing for Q2 2026, filed 17 Jul 2026.