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

BlueSky Wealth 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
Q1 		$5.27M Sell
226,820
-2,173,755
-91% -$50.9M 0.68% 31
2025
Q4 		$56.1M Buy
2,400,575
+159,448
+7% +$3.74M 7.4% 3
2025
Q3 		$52.6M Buy
2,241,127
+117,578
+6% +$2.73M 7.09% 3
2025
Q2 		$49.4M Buy
2,123,549
+35,385
+2% +$812K 7.17% 3
2025
Q1 		$48.4M Buy
2,088,164
+46,631
+2% +$1.07M 7.5% 3
2024
Q4 		$46.3M Buy
2,041,533
+49,651
+2% +$1.15M 7.24% 3
2024
Q3 		$47.3M Buy
1,991,882
+108,990
+6% +$2.55M 7.35% 3
2024
Q2 		$42.9M Buy
+1,882,892
New +$42.7M 7.22% 3
2024
Q1 		– Sell
-1,735,200
Closed -$40.4M – 52
2023
Q4 		$40.4M Sell
1,735,200
-255,644
-13% -$5.72M 7.52% 3
2023
Q3 		$44M Buy
1,990,844
+186,556
+10% +$4.23M 9% 3
2023
Q2 		$41.6M Buy
1,804,288
+48,278
+3% +$1.12M 8.37% 3
2023
Q1 		$41.2M Buy
1,756,010
+39,980
+2% +$930K 8.52% 3
2022
Q4 		$39.2M Sell
1,716,030
-14,152
-0.8% -$322K 8.66% 3
2022
Q3 		$39.2M Buy
1,730,182
+90,698
+6% +$2.16M 9.1% 3
2022
Q2 		$39.2M Sell
1,639,484
-182
-0% -$4.41K 8.71% 3
2022
Q1 		$41.5M Sell
1,639,666
-238,316
-13% -$6.19M 8.05% 3
2021
Q4 		$50.6M Buy
1,877,982
+82,786
+5% +$2.24M 9.38% 3
2021
Q3 		$48.7M Buy
1,795,196
+79,216
+5% +$2.17M 9.54% 3
2021
Q2 		$47M Buy
1,715,980
+209,646
+14% +$5.69M 9.21% 3
2021
Q1 		$40.7M Buy
1,506,334
+188,530
+14% +$5.18M 9.19% 3
2020
Q4 		$36.9M Buy
1,317,804
+127,714
+11% +$3.57M 8.91% 3
2020
Q3 		$33.4M Buy
1,190,090
+104,802
+10% +$2.96M 8.7% 3
2020
Q2 		$30.5M Buy
1,085,288
+124,320
+13% +$3.46M 8.72% 3
2020
Q1 		$26.1M Buy
960,968
+51,932
+6% +$1.4M 9.61% 3
2019
Q4 		$24.4M Buy
909,036
+44,468
+5% +$1.19M 7.96% 4
2019
Q3 		$23.3M Buy
864,568
+82,302
+11% +$2.2M 8.04% 3
2019
Q2 		$20.7M Buy
782,266
+54,454
+7% +$1.42M 7.38% 4
2019
Q1 		$18.8M Buy
727,812
+97,694
+16% +$2.49M 6.78% 4
2018
Q4 		$16M Sell
630,118
-97,182
-13% -$2.43M 6.25% 4
2018
Q3 		$18.1M Buy
727,300
+54,058
+8% +$1.37M 6.86% 4
2018
Q2 		$17M Sell
673,242
-11,770
-2% -$297K 6.51% 4
2018
Q1 		$17.5M Buy
685,012
+143,492
+26% +$3.67M 6.71% 4
2017
Q4 		$14.1M Buy
541,520
+40,818
+8% +$1.06M 5.83% 5
2017
Q3 		$13.1M Buy
500,702
+20,328
+4% +$533K 5.66% 5
2017
Q2 		$12.6M Buy
480,374
+44,882
+10% +$1.17M 5.8% 5
2017
Q1 		$11.3M Buy
435,492
+40,078
+10% +$1.03M 5.39% 6
2016
Q4 		$10.2M Buy
+395,414
New +$10.3M 5% 6

Other funds holding SCHZ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $49.2B AUM 14.31% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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 $374B AUM 17.66% 1-Year Est. Return

BlueSky Wealth Advisors's SCHZ Position: Q1 2026 in Review

BlueSky Wealth Advisors reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 91% in Q1 2026, selling an estimated $50.9M and leaving 226,820 shares worth $5.27M. The position accounts for 0.68% of the portfolio, ranked #31.

BlueSky Wealth Advisors first reported a position in SCHZ in Q4 2016 and has held it in 37 quarters since. The position peaked at $56.1M in Q4 2025. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • BlueSky Wealth Advisors held 226,820 shares of Schwab US Aggregate Bond ETF worth $5.27M as of Q1 2026.
  • BlueSky Wealth Advisors sold 2,173,755 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $50.9M.
  • Schwab US Aggregate Bond ETF made up 0.68% of BlueSky Wealth Advisors's portfolio in Q1 2026, its #31 holding.
  • BlueSky Wealth Advisors first reported a position in Schwab US Aggregate Bond ETF in Q4 2016 and has held it in 37 quarters since.
  • BlueSky Wealth Advisors's Schwab US Aggregate Bond ETF position peaked at $56.1M in Q4 2025.
  • 662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on BlueSky Wealth Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.