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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
Q2 		$1.98M Sell
85,784
-141,036
-62% -$3.26M 0.23% 47
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 $1.81T 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

BlueSky Wealth Advisors's SCHZ Position: Q2 2026 in Review

BlueSky Wealth Advisors reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 62% in Q2 2026, selling an estimated $3.26M and leaving 85,784 shares worth $1.98M. The position accounts for 0.23% of the portfolio, ranked #47.

BlueSky Wealth Advisors first reported a position in SCHZ in Q4 2016 and has held it in 38 quarters since. The position peaked at $56.1M in Q4 2025. 671 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • BlueSky Wealth Advisors held 85,784 shares of Schwab US Aggregate Bond ETF worth $1.98M as of Q2 2026.
  • BlueSky Wealth Advisors sold 141,036 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $3.26M.
  • Schwab US Aggregate Bond ETF made up 0.23% of BlueSky Wealth Advisors's portfolio in Q2 2026, its #47 holding.
  • BlueSky Wealth Advisors first reported a position in Schwab US Aggregate Bond ETF in Q4 2016 and has held it in 38 quarters since.
  • BlueSky Wealth Advisors's Schwab US Aggregate Bond ETF position peaked at $56.1M in Q4 2025.
  • 671 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on BlueSky Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.