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Congress Wealth Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Congress Wealth Management’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
Q2 		$13.9M Sell
596,702
-17,500
-3% -$402K 0.13% 180
2025
Q1 		$14.2M Sell
614,202
-33,209
-5% -$761K 0.17% 151
2024
Q4 		$14.7M Buy
647,411
+5,991
+0.9% +$138K 0.2% 144
2024
Q3 		$15.2M Buy
641,420
+5,408
+0.9% +$127K 0.2% 151
2024
Q2 		$14.5M Buy
636,012
+18,992
+3% +$430K 0.23% 125
2024
Q1 		$14.2M Buy
617,020
+17,576
+3% +$404K 0.25% 120
2023
Q4 		$14M Buy
599,444
+505,982
+541% +$11.3M 0.26% 108
2023
Q3 		$2.07M Sell
93,462
-601,844
-87% -$13.6M 0.04% 300
2023
Q2 		$16M Buy
695,306
+652,102
+1,509% +$15.2M 0.37% 61
2023
Q1 		$1.01M Sell
43,204
-1,084
-2% -$25.2K 0.02% 337
2022
Q4 		$1.01M Sell
44,288
-1,118
-2% -$25.5K 0.03% 334
2022
Q3 		$1.03M Buy
45,406
+1,208
+3% +$28.8K 0.03% 332
2022
Q2 		$1.06M Buy
44,198
+5,060
+13% +$122K 0.03% 328
2022
Q1 		$990K Sell
39,138
-2,510
-6% -$65.2K 0.02% 355
2021
Q4 		$1.12M Buy
+41,648
New +$1.13M 0.02% 361

Other funds holding SCHZ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Congress Wealth Management's SCHZ Position: Q2 2025 in Review

Congress Wealth Management reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 2.8% in Q2 2025, selling an estimated $402K and leaving 596,702 shares worth $13.9M. The position accounts for 0.13% of the portfolio, ranked #180.

Congress Wealth Management first reported a position in SCHZ in Q4 2021 and has held it in 15 quarters since. The position peaked at $16M in Q2 2023. 641 funds tracked by Wall St. Rank hold SCHZ as of Q2 2025.

  • Congress Wealth Management held 596,702 shares of Schwab US Aggregate Bond ETF worth $13.9M as of Q2 2025.
  • Congress Wealth Management sold 17,500 Schwab US Aggregate Bond ETF shares in Q2 2025, an estimated $402K.
  • Schwab US Aggregate Bond ETF made up 0.13% of Congress Wealth Management's portfolio in Q2 2025, its #180 holding.
  • Congress Wealth Management first reported a position in Schwab US Aggregate Bond ETF in Q4 2021 and has held it in 15 quarters since.
  • Congress Wealth Management's Schwab US Aggregate Bond ETF position peaked at $16M in Q2 2023.
  • 641 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.