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Continuum Advisory’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Continuum Advisory’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 		$44.5K Buy
+1,922
New +$44.5K ﹤0.01% 818
2025
Q2 		– Sell
-35
Closed -$814 – 1359
2025
Q1 		$814 Hold
35
– – ﹤0.01% 1535
2024
Q4 		$792 Sell
35
-35
-50% -$809 ﹤0.01% 1658
2024
Q3 		$796 Buy
70
+34
+94% +$796 ﹤0.01% 1680
2024
Q2 		$802 Sell
36
-30
-45% -$680 ﹤0.01% 1512
2024
Q1 		$1.48K Buy
+66
New +$1.52K ﹤0.01% 1382
2020
Q3 		– Sell
-8,680
Closed -$243K – 158
2020
Q2 		$243K Sell
8,680
-16,666
-66% -$464K 0.15% 116
2020
Q1 		$689K Sell
25,346
-804
-3% -$21.7K 0.46% 59
2019
Q4 		$699K Sell
26,150
-44
-0.2% -$1.18K 0.41% 62
2019
Q3 		$705K Buy
26,194
+470
+2% +$12.6K 0.47% 51
2019
Q2 		$680K Buy
25,724
+7,386
+40% +$192K 0.47% 53
2019
Q1 		$473K Buy
18,338
+7,230
+65% +$184K 0.35% 72
2018
Q4 		$281K Buy
11,108
+84
+0.8% +$2.1K 0.21% 116
2018
Q3 		$276K Buy
+11,024
New +$278K 0.18% 118

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

Continuum Advisory's SCHZ Position: Q2 2026 in Review

Continuum Advisory opened a new position in Schwab US Aggregate Bond ETF (SCHZ) in Q2 2026: 1,922 shares worth $44.5K. The stake represents ﹤0.01% of the portfolio and ranks #818 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in SCHZ as recently as Q1 2025.

Continuum Advisory first reported a position in SCHZ in Q3 2018 and has held it in 14 quarters since. The position peaked at $705K in Q3 2019. 672 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Continuum Advisory held 1,922 shares of Schwab US Aggregate Bond ETF worth $44.5K as of Q2 2026.
  • Schwab US Aggregate Bond ETF was a new Continuum Advisory position in Q2 2026.
  • Schwab US Aggregate Bond ETF made up ﹤0.01% of Continuum Advisory's portfolio in Q2 2026, its #818 holding.
  • Continuum Advisory first reported a position in Schwab US Aggregate Bond ETF in Q3 2018 and has held it in 14 quarters since.
  • Continuum Advisory's Schwab US Aggregate Bond ETF position peaked at $705K in Q3 2019.
  • 672 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.