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Dynamic Advisor Solutions’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Dynamic Advisor Solutions’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
-11,174
Closed -$259K – 1089
2026
Q1 		$259K Sell
11,174
-629
-5% -$14.7K 0.01% 851
2025
Q4 		$276K Sell
11,803
-20
-0.2% -$470 0.01% 805
2025
Q3 		$277K Buy
11,823
+10
+0.1% +$232 0.01% 797
2025
Q2 		$275K Sell
11,813
-1,642
-12% -$37.7K 0.01% 769
2025
Q1 		$312K Buy
+13,455
New +$308K 0.01% 699
2024
Q4 		– Sell
-23,592
Closed -$561K – 800
2024
Q3 		$561K Buy
23,592
+6,346
+37% +$149K 0.02% 594
2024
Q2 		$393K Sell
17,246
-80
-0.5% -$1.81K 0.01% 685
2024
Q1 		$399K Sell
17,326
-136
-0.8% -$3.13K 0.01% 664
2023
Q4 		$403K Buy
+17,462
New +$391K 0.02% 629
2022
Q3 		– Sell
-12,278
Closed -$294K – 735
2022
Q2 		$294K Buy
+12,278
New +$297K 0.02% 539
2022
Q1 		– Sell
-7,730
Closed -$208K – 777
2021
Q4 		$208K Sell
7,730
-2,366
-23% -$64K 0.01% 676
2021
Q3 		$274K Buy
10,096
+2,666
+36% +$73.1K 0.02% 601
2021
Q2 		$203K Sell
7,430
-2,476
-25% -$67.2K 0.02% 676
2021
Q1 		$267K Sell
9,906
-6,320
-39% -$173K 0.02% 526
2020
Q4 		$455K Sell
16,226
-3,406
-17% -$95.2K 0.04% 386
2020
Q3 		$550K Buy
19,632
+6,598
+51% +$186K 0.06% 291
2020
Q2 		$366K Buy
13,034
+1,690
+15% +$47K 0.05% 345
2020
Q1 		$308K Sell
11,344
-746
-6% -$20.1K 0.06% 331
2019
Q4 		$323K Buy
12,090
+532
+5% +$14.3K 0.04% 397
2019
Q3 		$311K Sell
11,558
-2,876
-20% -$76.9K 0.05% 370
2019
Q2 		$382K Sell
14,434
-66,122
-82% -$1.72M 0.06% 311
2019
Q1 		$2.09M Buy
80,556
+60,112
+294% +$1.53M 0.39% 65
2018
Q4 		$519K Buy
20,444
+6,982
+52% +$174K 0.11% 199
2018
Q3 		$338K Buy
13,462
+582
+5% +$14.7K 0.07% 277
2018
Q2 		$326K Buy
+12,880
New +$325K 0.07% 279

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

Dynamic Advisor Solutions's SCHZ Position: Q2 2026 in Review

Dynamic Advisor Solutions sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2026, closing a stake of 11,174 shares — an estimated $259K sold.

Dynamic Advisor Solutions first reported a position in SCHZ in Q2 2018 and held it in 25 quarters. The position peaked at $2.09M in Q1 2019. 672 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Dynamic Advisor Solutions reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 11,174 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $259K.
  • Dynamic Advisor Solutions first reported a position in Schwab US Aggregate Bond ETF in Q2 2018 and held it in 25 quarters.
  • Dynamic Advisor Solutions's Schwab US Aggregate Bond ETF position peaked at $2.09M in Q1 2019.
  • 672 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.