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

Axxcess 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 		$4.99M Buy
+215,559
New +$4.99M 0.08% 228
2026
Q1 		– Sell
-20,042
Closed -$468K – 885
2025
Q4 		$468K Buy
+20,042
New +$471K 0.01% 722

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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
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 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
FLA
Financial Life Advisors San Antonio, Texas $352M AUM 15.76% 1-Year Est. Return

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

Axxcess Wealth Management opened a new position in Schwab US Aggregate Bond ETF (SCHZ) in Q2 2026: 215,559 shares worth $4.99M. The stake represents 0.08% of the portfolio and ranks #228 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in SCHZ as recently as Q4 2025.

Axxcess Wealth Management first reported a position in SCHZ in Q4 2025 and has held it in 2 quarters since. 460 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Axxcess Wealth Management held 215,559 shares of Schwab US Aggregate Bond ETF worth $4.99M as of Q2 2026.
  • Schwab US Aggregate Bond ETF was a new Axxcess Wealth Management position in Q2 2026.
  • Schwab US Aggregate Bond ETF made up 0.08% of Axxcess Wealth Management's portfolio in Q2 2026, its #228 holding.
  • Axxcess Wealth Management first reported a position in Schwab US Aggregate Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 460 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.