Arax Advisory Partners’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Arax Advisory Partners’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	$1.2M	Buy	51,668 +42,508	+464%	+$984K	0.01%	1118
2026 Q1	$213K	Buy	9,160 +1,006	+12%	+$23.5K	0.01%	1057
2025 Q4	$191K	Buy	+8,154	New	+$191K	0.01%	1067
2025 Q3	–	Sell	-7,339	Closed	-$171K	–	4170
2025 Q2	$171K	Buy	7,339 +6,930	+1,694%	+$159K	0.01%	712
2025 Q1	$9.47K	Sell	409 -52,089	-99%	-$1.19M	﹤0.01%	1579
2024 Q4	$1.19M	Buy	+52,498	New	+$1.21M	0.08%	156
2024 Q1	–	Sell	-10,670	Closed	-$249K	–	1381
2023 Q4	$249K	Buy	+10,670	New	+$239K	0.03%	261
2022 Q4	–	Sell	-1,774	Closed	-$40K	–	1337
2022 Q3	$40K	Buy	+1,774	New	+$42.2K	0.01%	463
2020 Q4	–	Sell	-580	Closed	-$16K	–	755
2020 Q3	$16K	Buy	+580	New	+$16.4K	﹤0.01%	497
2020 Q2	–	Sell	-392	Closed	-$11K	–	704
2020 Q1	$11K	Buy	+392	New	+$10.6K	﹤0.01%	521

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

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Arax Advisory Partners's SCHZ Position: Q2 2026 in Review

Arax Advisory Partners increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 464% in Q2 2026, buying an estimated $984K and bringing the position to 51,668 shares worth $1.2M. The position accounts for 0.01% of the portfolio, ranked #1118.

Arax Advisory Partners first reported a position in SCHZ in Q1 2020 and has held it in 10 quarters since. 668 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

Arax Advisory Partners held 51,668 shares of Schwab US Aggregate Bond ETF worth $1.2M as of Q2 2026.
Arax Advisory Partners bought 42,508 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $984K.
Schwab US Aggregate Bond ETF made up 0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #1118 holding.
Arax Advisory Partners first reported a position in Schwab US Aggregate Bond ETF in Q1 2020 and has held it in 10 quarters since.
668 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.