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

BCS 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 		$1.25M Sell
54,160
-4,245
-7% -$98.2K 0.23% 93
2026
Q1 		$1.36M Sell
58,405
-54,257
-48% -$1.27M 0.28% 79
2025
Q4 		$2.63M Buy
112,662
+51,031
+83% +$1.2M 0.27% 80
2025
Q3 		$1.45M Buy
61,631
+8,403
+16% +$195K 0.33% 65
2025
Q2 		$1.24M Buy
53,228
+13,643
+34% +$313K 0.27% 76
2025
Q1 		$917K Sell
39,585
-795
-2% -$18.2K 0.24% 87
2024
Q4 		$917K Buy
+40,380
New +$933K 0.23% 89
2024
Q2 		– Sell
-35,470
Closed -$816K – 216
2024
Q1 		$816K Buy
35,470
+14,258
+67% +$328K 0.26% 87
2023
Q4 		$494K Buy
21,212
+302
+1% +$6.76K 0.18% 120
2023
Q3 		$462K Buy
+20,910
New +$474K 0.19% 114
2023
Q2 		– Sell
-33,948
Closed -$796K – 162
2023
Q1 		$796K Buy
33,948
+13,148
+63% +$306K 0.36% 63
2022
Q4 		$475K Sell
20,800
-328
-2% -$7.47K 0.2% 113
2022
Q3 		$479K Sell
21,128
-2,004
-9% -$47.7K 0.23% 102
2022
Q2 		$554K Sell
23,132
-3,902
-14% -$94.4K 0.25% 89
2022
Q1 		$684K Sell
27,034
-45,380
-63% -$1.18M 0.28% 87
2021
Q4 		$1.95M Buy
72,414
+13,636
+23% +$369K 0.7% 30
2021
Q3 		$1.59M Buy
58,778
+3,334
+6% +$91.4K 0.68% 33
2021
Q2 		$1.51M Sell
55,444
-1,860
-3% -$50.5K 0.8% 28
2021
Q1 		$1.55M Buy
57,304
+450
+0.8% +$12.4K 0.73% 30
2020
Q4 		$1.59M Hold
56,854
– – 0.83% 27
2020
Q3 		$1.59M Buy
56,854
+8,856
+18% +$250K 0.9% 26
2020
Q2 		$1.35M Buy
47,998
+7,812
+19% +$217K 0.81% 27
2020
Q1 		$1.09M Sell
40,186
-27,160
-40% -$733K 0.76% 28
2019
Q4 		$1.8M Buy
+67,346
New +$1.8M 1.2% 22

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

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

BCS Wealth Management reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 7.3% in Q2 2026, selling an estimated $98.2K and leaving 54,160 shares worth $1.25M. The position accounts for 0.23% of the portfolio, ranked #93.

BCS Wealth Management first reported a position in SCHZ in Q4 2019 and has held it in 24 quarters since. The position peaked at $2.63M in Q4 2025. 668 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • BCS Wealth Management held 54,160 shares of Schwab US Aggregate Bond ETF worth $1.25M as of Q2 2026.
  • BCS Wealth Management sold 4,245 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $98.2K.
  • Schwab US Aggregate Bond ETF made up 0.23% of BCS Wealth Management's portfolio in Q2 2026, its #93 holding.
  • BCS Wealth Management first reported a position in Schwab US Aggregate Bond ETF in Q4 2019 and has held it in 24 quarters since.
  • BCS Wealth Management's Schwab US Aggregate Bond ETF position peaked at $2.63M in Q4 2025.
  • 668 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.