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Asset One Wealth Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Asset One Wealth Management’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 		$344K Buy
14,998
+1,388
+10% +$32.1K 0.04% 263
2026
Q1 		$317K Buy
13,610
+43
+0.3% +$1.01K 0.04% 268
2025
Q4 		$316K Buy
+13,567
New +$319K 0.04% 215

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APP
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CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
HighTower Advisors
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 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

Asset One Wealth Management's SCHZ Position: Q2 2026 in Review

Asset One Wealth Management increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 10% in Q2 2026, buying an estimated $32.1K and bringing the position to 14,998 shares worth $344K. The position accounts for 0.04% of the portfolio, ranked #263.

Asset One Wealth Management first reported a position in SCHZ in Q4 2025 and has held it in 3 quarters since. 591 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Asset One Wealth Management held 14,998 shares of Schwab US Aggregate Bond ETF worth $344K as of Q2 2026.
  • Asset One Wealth Management bought 1,388 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $32.1K.
  • Schwab US Aggregate Bond ETF made up 0.04% of Asset One Wealth Management's portfolio in Q2 2026, its #263 holding.
  • Asset One Wealth Management first reported a position in Schwab US Aggregate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 591 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Asset One Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.