AWM
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Avior Wealth Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Avior Wealth Management’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 		$7.89M Buy
341,085
+4,672
+1% +$108K 0.21% 98
2026
Q1 		$7.81M Buy
336,413
+16,467
+5% +$385K 0.22% 93
2025
Q4 		$7.48M Buy
319,946
+20,116
+7% +$472K 0.23% 82
2025
Q3 		$7.04M Sell
299,830
-8,863
-3% -$206K 0.23% 81
2025
Q2 		$7.17M Buy
308,693
+5,130
+2% +$118K 0.25% 76
2025
Q1 		$7.03M Buy
303,563
+34,010
+13% +$779K 0.27% 71
2024
Q4 		$6.12M Buy
269,553
+6,293
+2% +$145K 0.22% 81
2024
Q3 		$6.26M Buy
263,260
+36,548
+16% +$856K 0.25% 76
2024
Q2 		$5.17M Buy
226,712
+67,300
+42% +$1.53M 0.22% 82
2024
Q1 		$3.67M Buy
159,412
+2,548
+2% +$58.6K 0.17% 110
2023
Q4 		$3.66M Buy
156,864
+21,054
+16% +$471K 0.22% 87
2023
Q3 		$3M Buy
135,810
+45,848
+51% +$1.04M 0.2% 92
2023
Q2 		$2.08M Buy
89,962
+12,922
+17% +$301K 0.14% 125
2023
Q1 		$1.81M Sell
77,040
-21,774
-22% -$507K 0.12% 129
2022
Q4 		$2.26M Sell
98,814
-28,570
-22% -$650K 0.17% 110
2022
Q3 		$2.88M Sell
127,384
-17,576
-12% -$418K 0.24% 81
2022
Q2 		$3.47M Buy
144,960
+12,256
+9% +$297K 0.35% 58
2022
Q1 		$3.35M Buy
132,704
+44,594
+51% +$1.16M 0.29% 72
2021
Q4 		$2.37M Buy
88,110
+6,066
+7% +$164K 0.2% 102
2021
Q3 		$2.23M Buy
82,044
+16,736
+26% +$459K 0.18% 101
2021
Q2 		$1.78M Buy
65,308
+15,336
+31% +$416K 0.18% 114
2021
Q1 		$1.35M Buy
49,972
+3,952
+9% +$108K 0.14% 141
2020
Q4 		$1.29M Buy
46,020
+5,086
+12% +$142K 0.16% 130
2020
Q3 		$1.15M Buy
40,934
+8,778
+27% +$248K 0.16% 132
2020
Q2 		$904K Buy
32,156
+26
+0.1% +$723 0.14% 145
2020
Q1 		$871K Sell
32,130
-920
-3% -$24.8K 0.17% 133
2019
Q4 		$882K Buy
33,050
+3,298
+11% +$88.4K 0.14% 148
2019
Q3 		$801K Buy
29,752
+1,706
+6% +$45.6K 0.14% 149
2019
Q2 		$743K Buy
28,046
+1,338
+5% +$34.8K 0.13% 152
2019
Q1 		$692K Sell
26,708
-1,462
-5% -$37.3K 0.15% 152
2018
Q4 		$712K Buy
28,170
+582
+2% +$14.5K 0.17% 125
2018
Q3 		$693K Buy
27,588
+346
+1% +$8.74K 0.15% 135
2018
Q2 		$690K Sell
27,242
-21,028
-44% -$531K 0.16% 131
2018
Q1 		$1.23M Sell
48,270
-1,692
-3% -$43.3K 0.28% 91
2017
Q4 		$1.3M Buy
49,962
+2,650
+6% +$69.1K 0.29% 91
2017
Q3 		$1.24M Buy
+47,312
New +$1.24M 0.41% 84
2017
Q2 		– Sell
-39,516
Closed -$1.02M – 484
2017
Q1 		$1.02M Buy
39,516
+3,066
+8% +$79.1K 0.34% 95
2016
Q4 		$939K Buy
36,450
+14,932
+69% +$390K 0.35% 94
2016
Q3 		$577K Buy
21,518
+17,890
+493% +$480K 0.23% 104
2016
Q2 		$97K Buy
3,628
+1,004
+38% +$26.6K 0.04% 159
2016
Q1 		$69K Buy
2,624
+2,020
+334% +$52.7K 0.03% 179
2015
Q4 		$16K Buy
+604
New +$15.7K 0.01% 276

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

Avior Wealth Management's SCHZ Position: Q2 2026 in Review

Avior Wealth Management increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 1.4% in Q2 2026, buying an estimated $108K and bringing the position to 341,085 shares worth $7.89M. The position accounts for 0.21% of the portfolio, ranked #98.

Avior Wealth Management first reported a position in SCHZ in Q4 2015 and has held it in 42 quarters since. 667 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Avior Wealth Management held 341,085 shares of Schwab US Aggregate Bond ETF worth $7.89M as of Q2 2026.
  • Avior Wealth Management bought 4,672 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $108K.
  • Schwab US Aggregate Bond ETF made up 0.21% of Avior Wealth Management's portfolio in Q2 2026, its #98 holding.
  • Avior Wealth Management first reported a position in Schwab US Aggregate Bond ETF in Q4 2015 and has held it in 42 quarters since.
  • 667 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.