AWE
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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
Q3 		$227K Sell
10,277
-72,305
-88% -$1.64M 0.01% 689
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

PWMG
Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return
ZRP
Zynergy Retirement Planning Red Bank, New Jersey $187M AUM 7.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
CFG
Cassilly Financial Group Severna Park, Maryland $149M AUM 10.73% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
FD
Financial Designs Claremont, California $194M AUM 10.52% 1-Year Est. Return
DCM
Dorato Capital Management Denver, Colorado $150M AUM 18.53% 1-Year Est. Return

Avidian Wealth Enterprises's SCHZ Position: Q3 2026 in Review

Avidian Wealth Enterprises reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 88% in Q3 2026, selling an estimated $1.64M and leaving 10,277 shares worth $227K. The position accounts for 0.01% of the portfolio, ranked #689.

Avidian Wealth Enterprises first reported a position in SCHZ in Q4 2021 and has held it in 20 quarters since. The position peaked at $3.47M in Q3 2023. 47 funds tracked by Wall St. Rank hold SCHZ as of Q3 2026.

  • Avidian Wealth Enterprises held 10,277 shares of Schwab US Aggregate Bond ETF worth $227K as of Q3 2026.
  • Avidian Wealth Enterprises sold 72,305 Schwab US Aggregate Bond ETF shares in Q3 2026, an estimated $1.64M.
  • Schwab US Aggregate Bond ETF made up 0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #689 holding.
  • Avidian Wealth Enterprises first reported a position in Schwab US Aggregate Bond ETF in Q4 2021 and has held it in 20 quarters since.
  • Avidian Wealth Enterprises's Schwab US Aggregate Bond ETF position peaked at $3.47M in Q3 2023.
  • 47 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.