AWS
SCHZ icon

Atria Wealth Solutions’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$4.63M Sell
199,524
-40,671
-17% -$933K 0.1% 226
2025
Q1 		$5.56M Sell
240,195
-118,738
-33% -$2.72M 0.07% 308
2024
Q4 		$8.15M Buy
358,933
+80,201
+29% +$1.85M 0.09% 231
2024
Q3 		$6.62M Sell
278,732
-4,734
-2% -$111K 0.07% 282
2024
Q2 		$6.46M Buy
283,466
+2,526
+0.9% +$57.2K 0.07% 280
2024
Q1 		$6.46M Sell
280,940
-27,060
-9% -$622K 0.07% 278
2023
Q4 		$7.18M Sell
308,000
-25,332
-8% -$567K 0.09% 228
2023
Q3 		$7.37M Sell
333,332
-18,592
-5% -$421K 0.1% 204
2023
Q2 		$8.12M Buy
351,924
+9,484
+3% +$221K 0.11% 181
2023
Q1 		$8.03M Buy
342,440
+1,112
+0.3% +$25.9K 0.12% 173
2022
Q4 		$7.79M Sell
341,328
-386
-0.1% -$8.79K 0.12% 176
2022
Q3 		$7.74M Buy
341,714
+20,046
+6% +$477K 0.13% 160
2022
Q2 		$7.7M Sell
321,668
-7,566
-2% -$183K 0.14% 151
2022
Q1 		$8.32M Buy
+329,234
New +$8.55M 0.14% 155

Other funds holding SCHZ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TWP
Total Wealth Planning Cincinnati, Ohio $46.7M AUM 13.43% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Atria Wealth Solutions's SCHZ Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 17% in Q2 2025, selling an estimated $933K and leaving 199,524 shares worth $4.63M. The position accounts for 0.1% of the portfolio, ranked #226.

Atria Wealth Solutions first reported a position in SCHZ in Q1 2022 and has held it in 14 quarters since. The position peaked at $8.32M in Q1 2022. 643 funds tracked by Wall St. Rank hold SCHZ as of Q2 2025.

  • Atria Wealth Solutions held 199,524 shares of Schwab US Aggregate Bond ETF worth $4.63M as of Q2 2025.
  • Atria Wealth Solutions sold 40,671 Schwab US Aggregate Bond ETF shares in Q2 2025, an estimated $933K.
  • Schwab US Aggregate Bond ETF made up 0.1% of Atria Wealth Solutions's portfolio in Q2 2025, its #226 holding.
  • Atria Wealth Solutions first reported a position in Schwab US Aggregate Bond ETF in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Schwab US Aggregate Bond ETF position peaked at $8.32M in Q1 2022.
  • 643 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.