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

EPG 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 		$9.25K Buy
+400
New +$9.26K ﹤0.01% 283
2025
Q1 		– Sell
-400
Closed -$9.08K – 443
2024
Q4 		$9.08K Hold
400
– – ﹤0.01% 381
2024
Q3 		$9.5K Buy
+400
New +$9.37K ﹤0.01% 377
2024
Q2 		– Sell
-400
Closed -$9.06K – 400
2024
Q1 		$9.2K Hold
400
– – ﹤0.01% 392
2023
Q4 		$9.09K Hold
400
– – ﹤0.01% 376
2023
Q3 		$8.85K Hold
400
– – ﹤0.01% 370
2023
Q2 		$9.23K Hold
400
– – ﹤0.01% 360
2023
Q1 		$9.38K Buy
+400
New +$9.31K ﹤0.01% 367

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 $104B AUM 28.3% 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

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

EPG Wealth Management opened a new position in Schwab US Aggregate Bond ETF (SCHZ) in Q2 2026: 400 shares worth $9.25K. The stake represents ﹤0.01% of the portfolio and ranks #283 among its holdings. This is a return to the name: EPG Wealth Management previously reported a position in SCHZ as recently as Q4 2024.

EPG Wealth Management first reported a position in SCHZ in Q1 2023 and has held it in 8 quarters since. The position peaked at $9.5K in Q3 2024. 672 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • EPG Wealth Management held 400 shares of Schwab US Aggregate Bond ETF worth $9.25K as of Q2 2026.
  • Schwab US Aggregate Bond ETF was a new EPG Wealth Management position in Q2 2026.
  • Schwab US Aggregate Bond ETF made up ﹤0.01% of EPG Wealth Management's portfolio in Q2 2026, its #283 holding.
  • EPG Wealth Management first reported a position in Schwab US Aggregate Bond ETF in Q1 2023 and has held it in 8 quarters since.
  • EPG Wealth Management's Schwab US Aggregate Bond ETF position peaked at $9.5K in Q3 2024.
  • 672 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.