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

Avantax Advisory Services’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	$21.7M	Buy	932,303 +142,367	+18%	+$3.27M	0.12%	136
2025 Q1	$18.3M	Sell	789,936 -114,812	-13%	-$2.63M	0.11%	141
2024 Q4	$20.5M	Buy	904,748 +190,946	+27%	+$4.41M	0.13%	119
2024 Q3	$17M	Buy	713,802 +99,768	+16%	+$2.34M	0.11%	147
2024 Q2	$14M	Buy	614,034 +157,896	+35%	+$3.58M	0.1%	157
2024 Q1	$10.5M	Buy	456,138 +66,094	+17%	+$1.52M	0.09%	169
2023 Q4	$9.09M	Buy	390,044 +344,216	+751%	+$7.7M	0.09%	179
2023 Q3	$1.01M	Buy	45,828 +30,780	+205%	+$698K	0.01%	685
2023 Q2	$347K	Buy	15,048 +2,116	+16%	+$49.2K	﹤0.01%	1106
2023 Q1	$303K	Sell	12,932 -93,502	-88%	-$2.18M	﹤0.01%	1145
2022 Q4	$2.43M	Buy	+106,434	New	+$2.42M	0.03%	367
2022 Q3	–	Sell	-38,108	Closed	-$912K	–	1377
2022 Q2	$912K	Buy	38,108 +8,034	+27%	+$194K	0.01%	577
2022 Q1	$761K	Sell	30,074 -22,484	-43%	-$584K	0.01%	636
2021 Q4	$1.42M	Buy	52,558 +17,634	+50%	+$477K	0.02%	433
2021 Q3	$946K	Sell	34,924 -1,650	-5%	-$45.2K	0.02%	506
2021 Q2	$998K	Buy	36,574 +16,828	+85%	+$457K	0.02%	475
2021 Q1	$532K	Sell	19,746 -140	-0.7%	-$3.84K	0.01%	601
2020 Q4	$558K	Sell	19,886 -5,874	-23%	-$164K	0.01%	523
2020 Q3	$723K	Buy	25,760 +5,884	+30%	+$166K	0.01%	654
2020 Q2	$560K	Sell	19,876 -2,766	-12%	-$77K	0.02%	458
2020 Q1	$616K	Buy	+22,642	New	+$611K	0.02%	393

Other funds holding SCHZ

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RIM

Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 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 $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TWP

Total Wealth Planning Cincinnati, Ohio $46.7M AUM 13.43% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Avantax Advisory Services's SCHZ Position: Q2 2025 in Review

Avantax Advisory Services increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 18% in Q2 2025, buying an estimated $3.27M and bringing the position to 932,303 shares worth $21.7M. The position accounts for 0.12% of the portfolio, ranked #136.

Avantax Advisory Services first reported a position in SCHZ in Q1 2020 and has held it in 21 quarters since. 641 funds tracked by Wall St. Rank hold SCHZ as of Q2 2025.

Avantax Advisory Services held 932,303 shares of Schwab US Aggregate Bond ETF worth $21.7M as of Q2 2025.
Avantax Advisory Services bought 142,367 Schwab US Aggregate Bond ETF shares in Q2 2025, an estimated $3.27M.
Schwab US Aggregate Bond ETF made up 0.12% of Avantax Advisory Services's portfolio in Q2 2025, its #136 holding.
Avantax Advisory Services first reported a position in Schwab US Aggregate Bond ETF in Q1 2020 and has held it in 21 quarters since.
641 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.