BWM
SCHZ icon

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

Blossom 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 		$1.78M Sell
77,147
-6,404
-8% -$148K 2.51% 9
2026
Q1 		$1.94M Buy
83,551
+3,217
+4% +$75.3K 2.88% 6
2025
Q4 		$1.88M Sell
80,334
-4,476
-5% -$105K 3.1% 4
2025
Q3 		$1.99M Buy
84,810
+4,110
+5% +$95.5K 3.22% 4
2025
Q2 		$1.88M Buy
80,700
+7,768
+11% +$178K 3.32% 5
2025
Q1 		$1.69M Buy
72,932
+7,233
+11% +$166K 3.4% 4
2024
Q4 		$1.49M Buy
65,699
+6,389
+11% +$148K 2.87% 6
2024
Q3 		$1.41M Buy
59,310
+2,134
+4% +$50K 2.84% 7
2024
Q2 		$1.3M Buy
57,176
+2,732
+5% +$61.9K 2.84% 7
2024
Q1 		$1.25M Buy
54,444
+188
+0.3% +$4.32K 3.01% 7
2023
Q4 		$1.26M Buy
54,256
+664
+1% +$14.9K 3.41% 6
2023
Q3 		$1.19M Buy
53,592
+1,542
+3% +$34.9K 3.79% 6
2023
Q2 		$1.2M Buy
52,050
+6,038
+13% +$140K 4.4% 3
2023
Q1 		$1.08M Sell
46,012
-2,300
-5% -$53.5K 4.39% 3
2022
Q4 		$1.1M Buy
48,312
+5,172
+12% +$118K 5.32% 3
2022
Q3 		$977K Sell
43,140
-1,112
-3% -$26.5K 5.5% 3
2022
Q2 		$1.06M Buy
44,252
+1,180
+3% +$28.6K 5.36% 3
2022
Q1 		$1.09M Buy
43,072
+4,194
+11% +$109K 4.91% 4
2021
Q4 		$1.05M Buy
38,878
+6,150
+19% +$166K 5.16% 3
2021
Q3 		$888K Buy
32,728
+3,032
+10% +$83.1K 5.28% 4
2021
Q2 		$811K Buy
29,696
+1,404
+5% +$38.1K 6.1% 4
2021
Q1 		$763K Buy
28,292
+5,274
+23% +$145K 8.87% 3
2020
Q4 		$644K Buy
+23,018
New +$644K 14.4% 3

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

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

Blossom Wealth Management reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 7.7% in Q2 2026, selling an estimated $148K and leaving 77,147 shares worth $1.78M. The position accounts for 2.51% of the portfolio, ranked #9.

Blossom Wealth Management first reported a position in SCHZ in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.99M in Q3 2025. 672 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Blossom Wealth Management held 77,147 shares of Schwab US Aggregate Bond ETF worth $1.78M as of Q2 2026.
  • Blossom Wealth Management sold 6,404 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $148K.
  • Schwab US Aggregate Bond ETF made up 2.51% of Blossom Wealth Management's portfolio in Q2 2026, its #9 holding.
  • Blossom Wealth Management first reported a position in Schwab US Aggregate Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • Blossom Wealth Management's Schwab US Aggregate Bond ETF position peaked at $1.99M in Q3 2025.
  • 672 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Blossom Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.