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Avidian Wealth Enterprises’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Avidian Wealth Enterprises’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 		$1.91M Buy
82,582
+1,056
+1% +$24.4K 0.05% 220
2026
Q1 		$1.89M Sell
81,526
-6,594
-7% -$154K 0.06% 199
2025
Q4 		$2.06M Sell
88,120
-21,194
-19% -$498K 0.07% 135
2025
Q3 		$2.57M Buy
109,314
+19,658
+22% +$457K 0.1% 115
2025
Q2 		$2.08M Buy
89,656
+529
+0.6% +$12.1K 0.08% 126
2025
Q1 		$2.06M Sell
89,127
-5,156
-5% -$118K 0.09% 122
2024
Q4 		$2.14M Buy
94,283
+605
+0.6% +$14K 0.1% 111
2024
Q3 		$2.23M Buy
93,678
+276
+0.3% +$6.46K 0.1% 107
2024
Q2 		$2.13M Sell
93,402
-14,936
-14% -$339K 0.09% 109
2024
Q1 		$2.49M Sell
108,338
-6,702
-6% -$154K 0.12% 98
2023
Q4 		$2.68M Sell
115,040
-41,744
-27% -$934K 0.17% 86
2023
Q3 		$3.47M Buy
156,784
+40,562
+35% +$919K 0.24% 76
2023
Q2 		$2.68M Buy
116,222
+6,000
+5% +$140K 0.18% 94
2023
Q1 		$2.59M Buy
110,222
+26,778
+32% +$623K 0.14% 122
2022
Q4 		$1.9M Buy
83,444
+8,730
+12% +$199K 0.12% 125
2022
Q3 		$1.69M Sell
74,714
-43,636
-37% -$1.04M 0.12% 112
2022
Q2 		$2.83M Buy
118,350
+35,276
+42% +$854K 0.2% 85
2022
Q1 		$2.1M Buy
83,074
+48,232
+138% +$1.25M 0.13% 116
2021
Q4 		$939K Buy
+34,842
New +$942K 0.06% 199

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

Avidian Wealth Enterprises's SCHZ Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 1.3% in Q2 2026, buying an estimated $24.4K and bringing the position to 82,582 shares worth $1.91M. The position accounts for 0.05% of the portfolio, ranked #220.

Avidian Wealth Enterprises first reported a position in SCHZ in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.47M in Q3 2023. 668 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Avidian Wealth Enterprises held 82,582 shares of Schwab US Aggregate Bond ETF worth $1.91M as of Q2 2026.
  • Avidian Wealth Enterprises bought 1,056 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $24.4K.
  • Schwab US Aggregate Bond ETF made up 0.05% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #220 holding.
  • Avidian Wealth Enterprises first reported a position in Schwab US Aggregate Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Avidian Wealth Enterprises's Schwab US Aggregate Bond ETF position peaked at $3.47M in Q3 2023.
  • 668 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.