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

Clearstead 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 		$301K Buy
13,001
+34
+0.3% +$787 ﹤0.01% 930
2026
Q1 		$301K Buy
12,967
+105
+0.8% +$2.46K ﹤0.01% 860
2025
Q4 		$301K Buy
12,862
+9,496
+282% +$223K ﹤0.01% 818
2025
Q3 		$79K Buy
3,366
+18
+0.5% +$418 ﹤0.01% 1127
2025
Q2 		$77.8K Buy
3,348
+391
+13% +$8.97K ﹤0.01% 1143
2025
Q1 		$68.5K Buy
2,957
+12
+0.4% +$275 ﹤0.01% 1091
2024
Q4 		$66.8K Buy
2,945
+21
+0.7% +$485 ﹤0.01% 1105
2024
Q3 		$69.5K Buy
2,924
+12
+0.4% +$281 ﹤0.01% 1128
2024
Q2 		$66.4K Buy
2,912
+6
+0.2% +$136 ﹤0.01% 1097
2024
Q1 		$65.7K Buy
2,906
+16
+0.6% +$368 ﹤0.01% 704
2023
Q4 		$67.4K Sell
2,890
-198
-6% -$4.43K ﹤0.01% 672
2023
Q3 		$68.3K Sell
3,088
-482
-14% -$10.9K ﹤0.01% 637
2023
Q2 		$82.4K Buy
3,570
+12
+0.3% +$279 0.01% 620
2023
Q1 		$83.5K Buy
3,558
+8
+0.2% +$186 0.01% 542
2022
Q4 		$81K Sell
3,550
-338
-9% -$7.7K 0.01% 539
2022
Q3 		$88K Buy
3,888
+1,096
+39% +$26.1K 0.01% 503
2022
Q2 		$67K Sell
2,792
-228
-8% -$5.52K 0.01% 567
2022
Q1 		$76K Buy
3,020
+228
+8% +$5.92K 0.01% 598
2021
Q4 		$75K Sell
2,792
-156
-5% -$4.22K 0.01% 588
2021
Q3 		$80K Buy
2,948
+2,228
+309% +$61.1K 0.01% 531
2021
Q2 		$20K Hold
720
– – ﹤0.01% 707
2021
Q1 		$19K Hold
720
– – ﹤0.01% 691
2020
Q4 		$20K Buy
720
+350
+95% +$9.79K ﹤0.01% 635
2020
Q3 		$10K Sell
370
-18
-5% -$508 ﹤0.01% 667
2020
Q2 		$11K Sell
388
-264
-40% -$7.34K ﹤0.01% 596
2020
Q1 		$18K Buy
+652
New +$17.6K ﹤0.01% 513

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

Clearstead Advisors's SCHZ Position: Q2 2026 in Review

Clearstead Advisors increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 0.26% in Q2 2026, buying an estimated $787 and bringing the position to 13,001 shares worth $301K. The position accounts for ﹤0.01% of the portfolio, ranked #930.

Clearstead Advisors first reported a position in SCHZ in Q1 2020 and has held it in 26 quarters since. The position peaked at $301K in Q1 2026. 672 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Clearstead Advisors held 13,001 shares of Schwab US Aggregate Bond ETF worth $301K as of Q2 2026.
  • Clearstead Advisors bought 34 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $787.
  • Schwab US Aggregate Bond ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #930 holding.
  • Clearstead Advisors first reported a position in Schwab US Aggregate Bond ETF in Q1 2020 and has held it in 26 quarters since.
  • Clearstead Advisors's Schwab US Aggregate Bond ETF position peaked at $301K in Q1 2026.
  • 672 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.