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

Diversify 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 		$2.08M Buy
+91,203
New +$2.11M 0.03% 399
2025
Q4 		– Sell
-25,590
Closed -$599K – 962
2025
Q3 		$599K Sell
25,590
-108,165
-81% -$2.51M 0.02% 505
2025
Q2 		$3.1M Buy
+133,755
New +$3.07M 0.12% 128

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 $103B AUM 28.65% 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

Diversify Advisory Services's SCHZ Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Schwab US Aggregate Bond ETF (SCHZ) in Q2 2026: 91,203 shares worth $2.08M. The stake represents 0.03% of the portfolio and ranks #399 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in SCHZ as recently as Q3 2025.

Diversify Advisory Services first reported a position in SCHZ in Q2 2025 and has held it in 3 quarters since. The position peaked at $3.1M in Q2 2025. 668 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Diversify Advisory Services held 91,203 shares of Schwab US Aggregate Bond ETF worth $2.08M as of Q2 2026.
  • Schwab US Aggregate Bond ETF was a new Diversify Advisory Services position in Q2 2026.
  • Schwab US Aggregate Bond ETF made up 0.03% of Diversify Advisory Services's portfolio in Q2 2026, its #399 holding.
  • Diversify Advisory Services first reported a position in Schwab US Aggregate Bond ETF in Q2 2025 and has held it in 3 quarters since.
  • Diversify Advisory Services's Schwab US Aggregate Bond ETF position peaked at $3.1M in Q2 2025.
  • 668 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.