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

Empirical 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 		$3.16M Sell
136,632
-3,580
-3% -$82.8K 0.05% 215
2026
Q1 		$3.26M Sell
140,212
-22,399
-14% -$524K 0.06% 196
2025
Q4 		$3.8M Buy
162,611
+11,169
+7% +$262K 0.07% 168
2025
Q3 		$3.55M Sell
151,442
-6,703
-4% -$156K 0.07% 166
2025
Q2 		$3.68M Sell
158,145
-7,378
-4% -$169K 0.08% 156
2025
Q1 		$3.83M Buy
165,523
+6,507
+4% +$149K 0.1% 150
2024
Q4 		$3.61M Sell
159,016
-11,116
-7% -$257K 0.1% 137
2024
Q3 		$4.04M Sell
170,132
-5,032
-3% -$118K 0.11% 131
2024
Q2 		$3.99M Sell
175,164
-7,692
-4% -$174K 0.12% 126
2024
Q1 		$4.21M Buy
182,856
+12,242
+7% +$281K 0.13% 119
2023
Q4 		$3.98M Sell
170,614
-1,692
-1% -$37.9K 0.13% 115
2023
Q3 		$3.81M Buy
172,306
+9,062
+6% +$205K 0.15% 110
2023
Q2 		$3.77M Buy
163,244
+8,294
+5% +$193K 0.15% 111
2023
Q1 		$3.63M Sell
154,950
-7,598
-5% -$177K 0.16% 104
2022
Q4 		$3.71M Sell
162,548
-1,382
-0.8% -$31.5K 0.17% 93
2022
Q3 		$3.71M Sell
163,930
-20,828
-11% -$496K 0.19% 88
2022
Q2 		$4.42M Sell
184,758
-5,250
-3% -$127K 0.23% 79
2022
Q1 		$4.8M Sell
190,008
-1,390
-0.7% -$36.1K 0.24% 71
2021
Q4 		$5.16M Buy
191,398
+3,176
+2% +$85.9K 0.26% 69
2021
Q3 		$5.11M Sell
188,222
-3,284
-2% -$90K 0.29% 61
2021
Q2 		$5.23M Buy
191,506
+8,780
+5% +$238K 0.32% 57
2021
Q1 		$4.93M Buy
182,726
+9,252
+5% +$254K 0.39% 47
2020
Q4 		$4.86M Buy
173,474
+634
+0.4% +$17.7K 0.37% 49
2020
Q3 		$4.85M Sell
172,840
-658
-0.4% -$18.6K 0.41% 44
2020
Q2 		$4.88M Sell
173,498
-6,214
-3% -$173K 0.46% 40
2020
Q1 		$4.88M Sell
179,712
-7,740
-4% -$209K 0.53% 34
2019
Q4 		$5.01M Sell
187,452
-8,214
-4% -$220K 0.55% 32
2019
Q3 		$5.27M Buy
195,666
+4,190
+2% +$112K 0.64% 27
2019
Q2 		$5.07M Buy
191,476
+5,556
+3% +$145K 0.66% 25
2019
Q1 		$4.82M Sell
185,920
-5,114
-3% -$130K 0.7% 25
2018
Q4 		$4.83M Sell
191,034
-8,470
-4% -$212K 0.82% 22
2018
Q3 		$5.01M Buy
199,504
+12,640
+7% +$319K 0.89% 18
2018
Q2 		$4.73M Sell
186,864
-5,646
-3% -$143K 0.89% 18
2018
Q1 		$4.91M Buy
192,510
+14,114
+8% +$361K 0.97% 18
2017
Q4 		$4.64M Buy
178,396
+816
+0.5% +$21.3K 1% 16
2017
Q3 		$4.65M Buy
177,580
+270
+0.2% +$7.08K 1.07% 15
2017
Q2 		$4.63M Buy
177,310
+8,380
+5% +$219K 1.13% 14
2017
Q1 		$4.37M Buy
168,930
+4,470
+3% +$115K 1.09% 15
2016
Q4 		$4.24M Buy
164,460
+8,334
+5% +$218K 1.04% 16
2016
Q3 		$4.19M Buy
156,126
+1,268
+0.8% +$34K 1.09% 13
2016
Q2 		$4.16M Buy
154,858
+196
+0.1% +$5.2K 1.09% 14
2016
Q1 		$4.08M Sell
154,662
-16,238
-10% -$424K 0.99% 15
2015
Q4 		$4.4M Buy
170,900
+19,544
+13% +$506K 1.07% 14
2015
Q3 		$3.95M Buy
151,356
+4,458
+3% +$116K 0.93% 15
2015
Q2 		$3.8M Buy
146,898
+796
+0.5% +$20.8K 0.88% 18
2015
Q1 		$3.87M Sell
146,102
-4,140
-3% -$109K 0.93% 18
2014
Q4 		$3.93M Buy
150,242
+1,252
+0.8% +$32.7K 0.96% 19
2014
Q3 		$3.86M Buy
148,990
+7,924
+6% +$205K 0.93% 19
2014
Q2 		$3.66M Buy
141,066
+22,724
+19% +$586K 0.91% 17
2014
Q1 		$3.03M Buy
118,342
+13,760
+13% +$351K 0.8% 17
2013
Q4 		$2.63M Buy
104,582
+39,642
+61% +$1.01M 0.74% 18
2013
Q3 		$1.65M Buy
64,940
+37,548
+137% +$947K 0.52% 21
2013
Q2 		$692K Buy
+27,392
New +$711K 0.23% 46

Other funds holding SCHZ

CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
PWMG
Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
ZRP
Zynergy Retirement Planning Red Bank, New Jersey $184M AUM 16.04% 1-Year Est. Return
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return
AFP
Arnold Financial Planning Hiawatha, Iowa $134M AUM

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

Empirical Wealth Management reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 2.6% in Q2 2026, selling an estimated $82.8K and leaving 136,632 shares worth $3.16M. The position accounts for 0.05% of the portfolio, ranked #215.

Empirical Wealth Management first reported a position in SCHZ in Q2 2013 and has held it in 53 quarters since. The position peaked at $5.27M in Q3 2019. 185 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Empirical Wealth Management held 136,632 shares of Schwab US Aggregate Bond ETF worth $3.16M as of Q2 2026.
  • Empirical Wealth Management sold 3,580 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $82.8K.
  • Schwab US Aggregate Bond ETF made up 0.05% of Empirical Wealth Management's portfolio in Q2 2026, its #215 holding.
  • Empirical Wealth Management first reported a position in Schwab US Aggregate Bond ETF in Q2 2013 and has held it in 53 quarters since.
  • Empirical Wealth Management's Schwab US Aggregate Bond ETF position peaked at $5.27M in Q3 2019.
  • 185 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.