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

BIP Wealth’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 		$3.52M Buy
+152,354
New +$3.53M 0.1% 141

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

BIP Wealth's SCHZ Position: Q2 2026 in Review

BIP Wealth opened a new position in Schwab US Aggregate Bond ETF (SCHZ) in Q2 2026: 152,354 shares worth $3.52M. The stake represents 0.1% of the portfolio and ranks #141 among its holdings.

667 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • BIP Wealth held 152,354 shares of Schwab US Aggregate Bond ETF worth $3.52M as of Q2 2026.
  • Schwab US Aggregate Bond ETF was a new BIP Wealth position in Q2 2026.
  • Schwab US Aggregate Bond ETF made up 0.1% of BIP Wealth's portfolio in Q2 2026, its #141 holding.
  • 667 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.