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Aventus Investment Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Aventus Investment Advisors’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 		$872K Sell
37,712
-28,295
-43% -$655K 0.64% 28
2026
Q1 		$1.53M Sell
66,007
-52,286
-44% -$1.22M 1.3% 16
2025
Q4 		$2.76M Buy
118,293
+70,635
+148% +$1.66M 2.24% 11
2025
Q3 		$1.12M Sell
47,658
-3,509
-7% -$81.5K 0.95% 21
2025
Q2 		$1.19M Buy
+51,167
New +$1.17M 1.07% 19

Other funds holding SCHZ

CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 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
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
HGWM
Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return
ZRP
Zynergy Retirement Planning Red Bank, New Jersey $184M AUM 16.04% 1-Year Est. Return
TCM
TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return

Aventus Investment Advisors's SCHZ Position: Q2 2026 in Review

Aventus Investment Advisors reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 43% in Q2 2026, selling an estimated $655K and leaving 37,712 shares worth $872K. The position accounts for 0.64% of the portfolio, ranked #28.

Aventus Investment Advisors first reported a position in SCHZ in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.76M in Q4 2025. 270 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Aventus Investment Advisors held 37,712 shares of Schwab US Aggregate Bond ETF worth $872K as of Q2 2026.
  • Aventus Investment Advisors sold 28,295 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $655K.
  • Schwab US Aggregate Bond ETF made up 0.64% of Aventus Investment Advisors's portfolio in Q2 2026, its #28 holding.
  • Aventus Investment Advisors first reported a position in Schwab US Aggregate Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Aventus Investment Advisors's Schwab US Aggregate Bond ETF position peaked at $2.76M in Q4 2025.
  • 270 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Aventus Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.