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

Atmos Advisory’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 		$10.1K Hold
437
– – 0.01% 15
2026
Q1 		$10.1K Buy
437
+48
+12% +$1.12K 0.01% 15
2025
Q4 		$9.09K Hold
389
– – 0.01% 16
2025
Q3 		$9.13K Hold
389
– – 0.01% 15
2025
Q2 		$9.04K Hold
389
– – 0.01% 15
2025
Q1 		$9.01K Buy
389
+73
+23% +$1.67K 0.01% 15
2024
Q4 		$7.17K Hold
316
– – 0.01% 27
2024
Q3 		$7.51K Hold
316
– – 0.01% 16
2024
Q2 		$7.2K Hold
316
– – 0.01% 16
2024
Q1 		$7.27K Hold
316
– – 0.01% 16
2023
Q4 		$7.37K Hold
316
– – 0.01% 16
2023
Q3 		$6.99K Sell
316
-212
-40% -$4.8K 0.01% 15
2023
Q2 		$12.2K Hold
528
– – 0.01% 15
2023
Q1 		$12.4K Sell
528
-2,410
-82% -$56.1K 0.01% 15
2022
Q4 		$67.1K Sell
2,938
-88
-3% -$2K 0.06% 17
2022
Q3 		$69K Sell
3,026
-272
-8% -$6.48K 0.07% 16
2022
Q2 		$78K Sell
3,298
-222
-6% -$5.37K 0.07% 16
2022
Q1 		$89K Buy
3,520
+160
+5% +$4.16K 0.07% 16
2021
Q4 		$91K Buy
+3,360
New +$90.8K 0.08% 16

Other funds holding SCHZ

JP Morgan Chase
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
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
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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

Atmos Advisory's SCHZ Position: Q2 2026 in Review

Atmos Advisory held its Schwab US Aggregate Bond ETF (SCHZ) position steady in Q2 2026 at 437 shares worth $10.1K. The position accounts for 0.01% of the portfolio, ranked #15.

Atmos Advisory first reported a position in SCHZ in Q4 2021 and has held it in 19 quarters since. The position peaked at $91K in Q4 2021. 666 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Atmos Advisory held 437 shares of Schwab US Aggregate Bond ETF worth $10.1K as of Q2 2026.
  • Atmos Advisory left its Schwab US Aggregate Bond ETF share count unchanged in Q2 2026.
  • Schwab US Aggregate Bond ETF made up 0.01% of Atmos Advisory's portfolio in Q2 2026, its #15 holding.
  • Atmos Advisory first reported a position in Schwab US Aggregate Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Atmos Advisory's Schwab US Aggregate Bond ETF position peaked at $91K in Q4 2021.
  • 666 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Atmos Advisory's 13F filing for Q2 2026, filed 2 Jul 2026.