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Bell Investment Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Bell Investment Advisors’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 		– Sell
-4,751
Closed -$110K – 1899
2026
Q1 		$110K Buy
+4,751
New +$111K 0.02% 163
2022
Q3 		– Sell
-2,156
Closed -$52K – 1927
2022
Q2 		$52K Buy
+2,156
New +$52.2K 0.02% 135
2021
Q4 		$58K Buy
2,136
+16
+0.8% +$433 0.02% 144
2021
Q3 		$58K Buy
+2,120
New +$58.1K 0.02% 126

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

Bell Investment Advisors's SCHZ Position: Q2 2026 in Review

Bell Investment Advisors sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2026, closing a stake of 4,751 shares — an estimated $110K sold.

Bell Investment Advisors first reported a position in SCHZ in Q3 2021 and held it in 4 quarters. The position peaked at $110K in Q1 2026. 667 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Bell Investment Advisors reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Bell Investment Advisors sold 4,751 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $110K.
  • Bell Investment Advisors first reported a position in Schwab US Aggregate Bond ETF in Q3 2021 and held it in 4 quarters.
  • Bell Investment Advisors's Schwab US Aggregate Bond ETF position peaked at $110K in Q1 2026.
  • 667 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.