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

Daybright Advisory Services’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 		– Sell
-14,391
Closed -$334K – 151
2026
Q1 		$334K Buy
14,391
+887
+7% +$20.8K 0.09% 107
2025
Q4 		$316K Buy
+13,504
New +$317K 0.08% 108

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CST
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KBFS
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RA
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Daybright Advisory Services's SCHZ Position: Q2 2026 in Review

Daybright Advisory Services sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2026, closing a stake of 14,391 shares — an estimated $334K sold.

Daybright Advisory Services first reported a position in SCHZ in Q4 2025 and held it in 2 quarters. The position peaked at $334K in Q1 2026. 673 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Daybright Advisory Services reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Daybright Advisory Services sold 14,391 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $334K.
  • Daybright Advisory Services first reported a position in Schwab US Aggregate Bond ETF in Q4 2025 and held it in 2 quarters.
  • Daybright Advisory Services's Schwab US Aggregate Bond ETF position peaked at $334K in Q1 2026.
  • 673 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Daybright Advisory Services's 13F filing for Q2 2026, filed 4 Aug 2026.