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Emergent Wealth Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Emergent Wealth Advisors’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
Q3 		$1.04M Sell
46,977
-2,764
-6% -$62.8K 0.54% 38
2026
Q2 		$1.15M Sell
49,741
-14,418
-22% -$334K 0.6% 32
2026
Q1 		$1.49M Sell
64,159
-71,978
-53% -$1.68M 0.88% 27
2025
Q4 		$3.18M Buy
136,137
+1,326
+1% +$31.1K 1.79% 13
2025
Q3 		$3.16M Sell
134,811
-2,433
-2% -$56.5K 1.83% 14
2025
Q2 		$3.19M Sell
137,244
-3,574
-3% -$82K 2.04% 12
2025
Q1 		$3.25M Buy
140,818
+3,607
+3% +$82.6K 2.35% 11
2024
Q4 		$3.11M Buy
137,211
+5,857
+4% +$135K 2.26% 11
2024
Q3 		$3.12M Buy
131,354
+130
+0.1% +$3.04K 2.31% 11
2024
Q2 		$2.99M Buy
131,224
+3,290
+3% +$74.6K 2.4% 10
2024
Q1 		$3M Sell
127,934
-14,844
-10% -$341K 2.59% 10
2023
Q4 		$3.34M Buy
+142,778
New +$3.19M 3.11% 10

Other funds holding SCHZ

PWMG
Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return
ZRP
Zynergy Retirement Planning Red Bank, New Jersey $187M AUM 7.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
CFG
Cassilly Financial Group Severna Park, Maryland $149M AUM 10.73% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
FD
Financial Designs Claremont, California $194M AUM 10.52% 1-Year Est. Return
DCM
Dorato Capital Management Denver, Colorado $150M AUM 18.53% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

Emergent Wealth Advisors's SCHZ Position: Q3 2026 in Review

Emergent Wealth Advisors reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 5.6% in Q3 2026, selling an estimated $62.8K and leaving 46,977 shares worth $1.04M. The position accounts for 0.54% of the portfolio, ranked #38.

Emergent Wealth Advisors first reported a position in SCHZ in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.34M in Q4 2023. 44 funds tracked by Wall St. Rank hold SCHZ as of Q3 2026.

  • Emergent Wealth Advisors held 46,977 shares of Schwab US Aggregate Bond ETF worth $1.04M as of Q3 2026.
  • Emergent Wealth Advisors sold 2,764 Schwab US Aggregate Bond ETF shares in Q3 2026, an estimated $62.8K.
  • Schwab US Aggregate Bond ETF made up 0.54% of Emergent Wealth Advisors's portfolio in Q3 2026, its #38 holding.
  • Emergent Wealth Advisors first reported a position in Schwab US Aggregate Bond ETF in Q4 2023 and has held it in 12 quarters since.
  • Emergent Wealth Advisors's Schwab US Aggregate Bond ETF position peaked at $3.34M in Q4 2023.
  • 44 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2026.

Based on Emergent Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.