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

Claro 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 		$1.51M Buy
65,205
+27,368
+72% +$633K 0.16% 116
2026
Q1 		$879K Sell
37,837
-1,076
-3% -$25.2K 0.11% 162
2025
Q4 		$909K Buy
38,913
+23,210
+148% +$545K 0.12% 142
2025
Q3 		$369K Sell
15,703
-1,814
-10% -$42.1K 0.05% 275
2025
Q2 		$407K Buy
17,517
+6,113
+54% +$140K 0.07% 236
2025
Q1 		$264K Buy
+11,404
New +$261K 0.04% 421

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

Claro Advisors's SCHZ Position: Q2 2026 in Review

Claro Advisors increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 72% in Q2 2026, buying an estimated $633K and bringing the position to 65,205 shares worth $1.51M. The position accounts for 0.16% of the portfolio, ranked #116.

Claro Advisors first reported a position in SCHZ in Q1 2025 and has held it in 6 quarters since. 672 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Claro Advisors held 65,205 shares of Schwab US Aggregate Bond ETF worth $1.51M as of Q2 2026.
  • Claro Advisors bought 27,368 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $633K.
  • Schwab US Aggregate Bond ETF made up 0.16% of Claro Advisors's portfolio in Q2 2026, its #116 holding.
  • Claro Advisors first reported a position in Schwab US Aggregate Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • 672 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.