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

Burt 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
2025
Q3 		$982K Buy
41,828
+98
+0.2% +$2.28K 0.24% 46
2025
Q2 		$970K Sell
41,730
-328
-0.8% -$7.53K 0.22% 44
2025
Q1 		$974K Sell
42,058
-520
-1% -$11.9K 0.24% 39
2024
Q4 		$967K Sell
42,578
-4,300
-9% -$99.3K 0.25% 41
2024
Q3 		$1.11M Hold
46,878
– – 0.27% 38
2024
Q2 		$1.07M Hold
46,878
– – 0.28% 37
2024
Q1 		$1.08M Buy
46,878
+256
+0.5% +$5.89K 0.27% 39
2023
Q4 		$1.09M Sell
46,622
-3,614
-7% -$80.8K 0.31% 36
2023
Q3 		$1.11M Sell
50,236
-4,000
-7% -$90.6K 0.34% 31
2023
Q2 		$1.25M Sell
54,236
-440
-0.8% -$10.2K 0.38% 28
2023
Q1 		$1.28M Buy
54,676
+228
+0.4% +$5.3K 0.4% 26
2022
Q4 		$1.24M Buy
54,448
+30,954
+132% +$705K 0.42% 26
2022
Q3 		$532K Sell
23,494
-6,952
-23% -$166K 0.21% 40
2022
Q2 		$729K Sell
30,446
-24,946
-45% -$604K 0.25% 32
2022
Q1 		$1.4M Sell
55,392
-66,628
-55% -$1.73M 0.42% 23
2021
Q4 		$3.29M Buy
122,020
+87,694
+255% +$2.37M 1.07% 15
2021
Q3 		$931K Buy
34,326
+17,060
+99% +$468K 0.3% 28
2021
Q2 		$471K Buy
17,266
+4,266
+33% +$116K 0.17% 47
2021
Q1 		$351K Buy
13,000
+792
+6% +$21.7K 0.13% 61
2020
Q4 		$342K Hold
12,208
– – 0.12% 63
2020
Q3 		$342K Hold
12,208
– – 0.13% 59
2020
Q2 		$343K Sell
12,208
-1,170
-9% -$32.6K 0.14% 53
2020
Q1 		$363K Hold
13,378
– – 0.16% 49
2019
Q4 		$357K Sell
13,378
-2,812
-17% -$75.4K 0.14% 56
2019
Q3 		$436K Sell
16,190
-938
-5% -$25.1K 0.18% 45
2019
Q2 		$454K Buy
17,128
+386
+2% +$10K 0.2% 44
2019
Q1 		$434K Sell
16,742
-9,468
-36% -$242K 0.2% 44
2018
Q4 		$663K Buy
26,210
+116
+0.4% +$2.9K 0.31% 37
2018
Q3 		$656K Buy
26,094
+780
+3% +$19.7K 0.3% 31
2018
Q2 		$641K Sell
25,314
-250
-1% -$6.32K 0.31% 27
2018
Q1 		$652K Buy
25,564
+136
+0.5% +$3.48K 0.33% 28
2017
Q4 		$662K Buy
25,428
+286
+1% +$7.46K 0.41% 25
2017
Q3 		$658K Sell
25,142
-114
-0.5% -$2.99K 0.43% 24
2017
Q2 		$659K Sell
25,256
-786
-3% -$20.5K 0.46% 25
2017
Q1 		$674K Sell
26,042
-830
-3% -$21.4K 0.49% 22
2016
Q4 		$692K Sell
26,872
-168
-0.6% -$4.39K 0.62% 24
2016
Q3 		$725K Sell
27,040
-306
-1% -$8.21K 0.77% 16
2016
Q2 		$734K Buy
27,346
+1,544
+6% +$40.9K 0.81% 16
2016
Q1 		$681K Sell
25,802
-65,810
-72% -$1.72M 0.62% 18
2015
Q4 		$2.36M Buy
91,612
+65,564
+252% +$1.7M 1.88% 12
2015
Q3 		$679K Sell
26,048
-3,980
-13% -$103K 0.84% 19
2015
Q2 		$777K Buy
30,028
+3,742
+14% +$97.8K 0.85% 19
2015
Q1 		$695K Buy
26,286
+10,568
+67% +$279K 0.71% 17
2014
Q4 		$411K Buy
+15,718
New +$410K 0.44% 29

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
TWP
Total Wealth Planning Cincinnati, Ohio $46.7M AUM 13.43% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Burt Wealth Advisors's SCHZ Position: Q3 2025 in Review

Burt Wealth Advisors increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 0.23% in Q3 2025, buying an estimated $2.28K and bringing the position to 41,828 shares worth $982K. The position accounts for 0.24% of the portfolio, ranked #46.

Burt Wealth Advisors first reported a position in SCHZ in Q4 2014 and has held it in 44 quarters since. The position peaked at $3.29M in Q4 2021. 626 funds tracked by Wall St. Rank hold SCHZ as of Q3 2025.

  • Burt Wealth Advisors held 41,828 shares of Schwab US Aggregate Bond ETF worth $982K as of Q3 2025.
  • Burt Wealth Advisors bought 98 Schwab US Aggregate Bond ETF shares in Q3 2025, an estimated $2.28K.
  • Schwab US Aggregate Bond ETF made up 0.24% of Burt Wealth Advisors's portfolio in Q3 2025, its #46 holding.
  • Burt Wealth Advisors first reported a position in Schwab US Aggregate Bond ETF in Q4 2014 and has held it in 44 quarters since.
  • Burt Wealth Advisors's Schwab US Aggregate Bond ETF position peaked at $3.29M in Q4 2021.
  • 626 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2025.

Based on Burt Wealth Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.