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Elios Financial Group’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Elios Financial Group’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
2025
Q2 		$2.23M Buy
96,021
+7,844
+9% +$180K 1.01% 23
2025
Q1 		$2.04M Sell
88,177
-650
-0.7% -$14.9K 1.01% 24
2024
Q4 		$2.02M Buy
88,827
+1,221
+1% +$28.2K 0.95% 26
2024
Q3 		$2.08M Buy
+87,606
New +$2.05M 0.96% 27

Other funds holding SCHZ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TWP
Total Wealth Planning Cincinnati, Ohio $46.7M AUM 13.43% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Elios Financial Group's SCHZ Position: Q2 2025 in Review

Elios Financial Group increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 8.9% in Q2 2025, buying an estimated $180K and bringing the position to 96,021 shares worth $2.23M. The position accounts for 1.01% of the portfolio, ranked #23.

Elios Financial Group first reported a position in SCHZ in Q3 2024 and has held it in 4 quarters since. 643 funds tracked by Wall St. Rank hold SCHZ as of Q2 2025.

  • Elios Financial Group held 96,021 shares of Schwab US Aggregate Bond ETF worth $2.23M as of Q2 2025.
  • Elios Financial Group bought 7,844 Schwab US Aggregate Bond ETF shares in Q2 2025, an estimated $180K.
  • Schwab US Aggregate Bond ETF made up 1.01% of Elios Financial Group's portfolio in Q2 2025, its #23 holding.
  • Elios Financial Group first reported a position in Schwab US Aggregate Bond ETF in Q3 2024 and has held it in 4 quarters since.
  • 643 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2025.

Based on Elios Financial Group's 13F filing for Q2 2025, filed 13 Aug 2025.