Belpointe Asset Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Belpointe Asset 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	–	Sell	-14,986	Closed	-$348K	–	1220
2026 Q1	$348K	Sell	14,986 -30,133	-67%	-$705K	0.01%	811
2025 Q4	$1.05M	Buy	45,119 +233	+0.5%	+$5.47K	0.04%	407
2025 Q3	$1.05M	Buy	+44,886	New	+$1.04M	0.04%	391
2025 Q2	–	Sell	-15,446	Closed	-$358K	–	1013
2025 Q1	$358K	Buy	+15,446	New	+$354K	0.02%	668
2023 Q2	–	Sell	-54,180	Closed	-$1.27M	–	2857
2023 Q1	$1.27M	Sell	54,180 -10,886	-17%	-$253K	0.07%	283
2022 Q4	$1.49M	Sell	65,066 -3,628	-5%	-$82.6K	0.09%	230
2022 Q3	$1.56M	Sell	68,694 -1,780	-3%	-$42.4K	0.11%	206
2022 Q2	$1.69M	Buy	70,474 +12,782	+22%	+$309K	0.11%	193
2022 Q1	$1.46M	Buy	57,692 +53,758	+1,366%	+$1.4M	0.09%	244
2021 Q4	$106K	Sell	3,934 -188	-5%	-$5.08K	0.01%	1165
2021 Q3	$112K	Buy	+4,122	New	+$113K	0.01%	1107
2021 Q2	–	Sell	-4,488	Closed	-$121K	–	1178
2021 Q1	$121K	Sell	4,488 -30,678	-87%	-$842K	0.01%	934
2020 Q4	$986K	Buy	35,166 +29,656	+538%	+$829K	0.09%	253
2020 Q3	$155K	Buy	5,510 +486	+10%	+$13.7K	0.02%	628
2020 Q2	$141K	Sell	5,024 -4,992	-50%	-$139K	0.02%	632
2020 Q1	$272K	Sell	10,016 -33,092	-77%	-$894K	0.05%	364
2019 Q4	$1.15M	Buy	+43,108	New	+$1.16M	0.15%	156
2018 Q4	–	Sell	-7,814	Closed	-$196K	–	611
2018 Q3	$196K	Buy	+7,814	New	+$197K	0.03%	455
2018 Q1	–	Sell	-96,548	Closed	-$2.51M	–	455
2017 Q4	$2.51M	Buy	96,548 +34,692	+56%	+$905K	0.55%	31
2017 Q3	$1.62M	Buy	+61,856	New	+$1.62M	0.38%	55

Other funds holding SCHZ

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

PWMG

Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return

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

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

HGWM

Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return

ZRP

Zynergy Retirement Planning Red Bank, New Jersey $184M AUM 16.04% 1-Year Est. Return

Belpointe Asset Management's SCHZ Position: Q2 2026 in Review

Belpointe Asset Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2026, closing a stake of 14,986 shares — an estimated $348K sold.

Belpointe Asset Management first reported a position in SCHZ in Q3 2017 and held it in 20 quarters. The position peaked at $2.51M in Q4 2017. 353 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

Belpointe Asset Management reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
Belpointe Asset Management sold 14,986 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $348K.
Belpointe Asset Management first reported a position in Schwab US Aggregate Bond ETF in Q3 2017 and held it in 20 quarters.
Belpointe Asset Management's Schwab US Aggregate Bond ETF position peaked at $2.51M in Q4 2017.
353 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.