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

Diversify 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
2026 Q2	$2.08M	Sell	91,203 -3,533	-4%	-$81.8K	0.03%	399
2026 Q1	$2.19M	Buy	94,736 +4,762	+5%	+$111K	0.04%	353
2025 Q4	$2.11M	Sell	89,974 -1,380	-2%	-$32.4K	0.1%	207
2025 Q3	$2.14M	Buy	91,354 +665	+0.7%	+$15.4K	0.12%	172
2025 Q2	$2.1M	Sell	90,689 -4,713	-5%	-$108K	0.13%	174
2025 Q1	$2.21M	Sell	95,402 -8,614	-8%	-$197K	0.16%	157
2024 Q4	$2.34M	Sell	104,016 -113,874	-52%	-$2.63M	0.18%	143
2024 Q3	$2.52M	Buy	217,890 +169,748	+353%	+$3.97M	0.24%	107
2024 Q2	$1.13M	Buy	+48,142	New	+$1.09M	0.14%	150

Other funds holding SCHZ

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 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 Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Diversify Wealth Management's SCHZ Position: Q2 2026 in Review

Diversify Wealth Management reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 3.7% in Q2 2026, selling an estimated $81.8K and leaving 91,203 shares worth $2.08M. The position accounts for 0.03% of the portfolio, ranked #399.

Diversify Wealth Management first reported a position in SCHZ in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.52M in Q3 2024. 668 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

Diversify Wealth Management held 91,203 shares of Schwab US Aggregate Bond ETF worth $2.08M as of Q2 2026.
Diversify Wealth Management sold 3,533 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $81.8K.
Schwab US Aggregate Bond ETF made up 0.03% of Diversify Wealth Management's portfolio in Q2 2026, its #399 holding.
Diversify Wealth Management first reported a position in Schwab US Aggregate Bond ETF in Q2 2024 and has held it in 9 quarters since.
Diversify Wealth Management's Schwab US Aggregate Bond ETF position peaked at $2.52M in Q3 2024.
668 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.