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

Buck Wealth Strategies’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	$4.89K	Buy	+211	New	+$4.88K	﹤0.01%	727

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

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Buck Wealth Strategies's SCHZ Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in Schwab US Aggregate Bond ETF (SCHZ) in Q2 2026: 211 shares worth $4.89K. The stake represents ﹤0.01% of the portfolio and ranks #727 among its holdings.

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

Buck Wealth Strategies held 211 shares of Schwab US Aggregate Bond ETF worth $4.89K as of Q2 2026.
Schwab US Aggregate Bond ETF was a new Buck Wealth Strategies position in Q2 2026.
Schwab US Aggregate Bond ETF made up ﹤0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #727 holding.
486 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.