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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
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

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

Emergent Wealth Advisors's SCHZ Position: Q2 2026 in Review

Emergent Wealth Advisors reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 22% in Q2 2026, selling an estimated $334K and leaving 49,741 shares worth $1.15M. The position accounts for 0.6% of the portfolio, ranked #32.

Emergent Wealth Advisors first reported a position in SCHZ in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.34M in Q4 2023. 668 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Emergent Wealth Advisors held 49,741 shares of Schwab US Aggregate Bond ETF worth $1.15M as of Q2 2026.
  • Emergent Wealth Advisors sold 14,418 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $334K.
  • Schwab US Aggregate Bond ETF made up 0.6% of Emergent Wealth Advisors's portfolio in Q2 2026, its #32 holding.
  • Emergent Wealth Advisors first reported a position in Schwab US Aggregate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Emergent Wealth Advisors's Schwab US Aggregate Bond ETF position peaked at $3.34M in Q4 2023.
  • 668 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Emergent Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.