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Badgley Phelps Wealth Managers’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Badgley Phelps Wealth Managers’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 		$500K Sell
21,638
-2,218
-9% -$51.3K 0.01% 251
2026
Q1 		$554K Buy
23,856
+2,880
+14% +$67.4K 0.01% 234
2025
Q4 		$490K Buy
20,976
+96
+0.5% +$2.25K 0.01% 241
2025
Q3 		$490K Buy
20,880
+353
+2% +$8.2K 0.01% 224
2025
Q2 		$477K Hold
20,527
– – 0.01% 219
2025
Q1 		$475K Buy
20,527
+1,177
+6% +$27K 0.01% 215
2024
Q4 		$439K Sell
19,350
-710
-4% -$16.4K 0.01% 222
2024
Q3 		$477K Buy
20,060
+70
+0.4% +$1.64K 0.01% 212
2024
Q2 		$456K Buy
19,990
+1,062
+6% +$24.1K 0.01% 203
2024
Q1 		$435K Hold
18,928
– – 0.01% 201
2023
Q4 		$441K Buy
18,928
+9,000
+91% +$201K 0.01% 194
2023
Q3 		$220K Buy
+9,928
New +$225K 0.01% 216
2023
Q1 		– Sell
-12,270
Closed -$280K – 218
2022
Q4 		$280K Sell
12,270
-430
-3% -$9.79K 0.01% 184
2022
Q3 		$288K Hold
12,700
– – 0.01% 166
2022
Q2 		$304K Buy
+12,700
New +$307K 0.01% 169

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 $104B AUM 28.3% 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

Badgley Phelps Wealth Managers's SCHZ Position: Q2 2026 in Review

Badgley Phelps Wealth Managers reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 9.3% in Q2 2026, selling an estimated $51.3K and leaving 21,638 shares worth $500K. The position accounts for 0.01% of the portfolio, ranked #251.

Badgley Phelps Wealth Managers first reported a position in SCHZ in Q2 2022 and has held it in 15 quarters since. The position peaked at $554K in Q1 2026. 672 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Badgley Phelps Wealth Managers held 21,638 shares of Schwab US Aggregate Bond ETF worth $500K as of Q2 2026.
  • Badgley Phelps Wealth Managers sold 2,218 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $51.3K.
  • Schwab US Aggregate Bond ETF made up 0.01% of Badgley Phelps Wealth Managers's portfolio in Q2 2026, its #251 holding.
  • Badgley Phelps Wealth Managers first reported a position in Schwab US Aggregate Bond ETF in Q2 2022 and has held it in 15 quarters since.
  • Badgley Phelps Wealth Managers's Schwab US Aggregate Bond ETF position peaked at $554K in Q1 2026.
  • 672 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q2 2026, filed 31 Jul 2026.