Ashton Thomas Private Wealth’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Ashton Thomas Private Wealth’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	$9.28M	Buy	401,320 +20,565	+5%	+$476K	0.19%	115
2026 Q1	$8.84M	Buy	380,755 +11,207	+3%	+$262K	0.21%	105
2025 Q4	$8.64M	Buy	369,548 +33,426	+10%	+$785K	0.21%	104
2025 Q3	$7.89M	Buy	336,122 +93,209	+38%	+$2.17M	0.2%	117
2025 Q2	$5.65M	Sell	242,913 -3,882	-2%	-$89.1K	0.2%	123
2025 Q1	$5.72M	Buy	246,795 +76,265	+45%	+$1.75M	0.22%	118
2024 Q4	$3.87M	Buy	+170,530	New	+$3.94M	0.15%	164
2024 Q3	–	Sell	-392	Closed	-$8.93K	–	1608
2024 Q2	$8.93K	Buy	+392	New	+$8.88K	﹤0.01%	1366

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

Ashton Thomas Private Wealth's SCHZ Position: Q2 2026 in Review

Ashton Thomas Private Wealth increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 5.4% in Q2 2026, buying an estimated $476K and bringing the position to 401,320 shares worth $9.28M. The position accounts for 0.19% of the portfolio, ranked #115.

Ashton Thomas Private Wealth first reported a position in SCHZ in Q2 2024 and has held it in 8 quarters since. 672 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

Ashton Thomas Private Wealth held 401,320 shares of Schwab US Aggregate Bond ETF worth $9.28M as of Q2 2026.
Ashton Thomas Private Wealth bought 20,565 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $476K.
Schwab US Aggregate Bond ETF made up 0.19% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #115 holding.
Ashton Thomas Private Wealth first reported a position in Schwab US Aggregate Bond ETF in Q2 2024 and has held it in 8 quarters since.
672 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.