Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Envestnet Portfolio 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 		$3.68M Buy
159,044
+37,900
+31% +$877K 0.02% 389
2026
Q1 		$2.81M Buy
121,144
+19,932
+20% +$466K 0.02% 390
2025
Q4 		$2.37M Buy
101,212
+13,502
+15% +$317K 0.01% 510
2025
Q3 		$2.06M Sell
87,710
-31,415
-26% -$730K 0.01% 520
2025
Q2 		$2.77M Sell
119,125
-38,247
-24% -$878K 0.01% 480
2025
Q1 		$3.64M Sell
157,372
-171,599
-52% -$3.93M 0.01% 441
2024
Q4 		$7.47M Buy
328,971
+169,165
+106% +$3.91M 0.02% 312
2024
Q3 		$3.8M Buy
159,806
+4,616
+3% +$108K 0.01% 465
2024
Q2 		$3.54M Buy
155,190
+24,738
+19% +$561K 0.01% 461
2024
Q1 		$3M Sell
130,452
-24,888
-16% -$572K 0.01% 521
2023
Q4 		$3.62M Buy
155,340
+34,244
+28% +$766K 0.02% 418
2023
Q3 		$2.68M Buy
+121,096
New +$2.74M 0.01% 465

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

Envestnet Portfolio Solutions's SCHZ Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 31% in Q2 2026, buying an estimated $877K and bringing the position to 159,044 shares worth $3.68M. The position accounts for 0.02% of the portfolio, ranked #389.

Envestnet Portfolio Solutions first reported a position in SCHZ in Q3 2023 and has held it in 12 quarters since. The position peaked at $7.47M in Q4 2024. 667 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Envestnet Portfolio Solutions held 159,044 shares of Schwab US Aggregate Bond ETF worth $3.68M as of Q2 2026.
  • Envestnet Portfolio Solutions bought 37,900 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $877K.
  • Schwab US Aggregate Bond ETF made up 0.02% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #389 holding.
  • Envestnet Portfolio Solutions first reported a position in Schwab US Aggregate Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's Schwab US Aggregate Bond ETF position peaked at $7.47M in Q4 2024.
  • 667 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.