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

EverSource 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 		$705K Sell
30,480
-11,857
-28% -$274K 0.02% 441
2026
Q1 		$983K Buy
42,337
+3,078
+8% +$72K 0.03% 383
2025
Q4 		$917K Sell
39,259
-8,531
-18% -$200K 0.03% 363
2025
Q3 		$1.12M Buy
47,790
+35,528
+290% +$825K 0.04% 287
2025
Q2 		$285K Sell
12,262
-2,786
-19% -$63.9K 0.01% 695
2025
Q1 		$349K Sell
15,048
-2,380
-14% -$54.5K 0.02% 474
2024
Q4 		$396K Sell
17,428
-256
-1% -$5.91K 0.02% 427
2024
Q3 		$420K Buy
17,684
+1,122
+7% +$26.3K 0.03% 366
2024
Q2 		$385K Sell
16,562
-3,952
-19% -$89.6K 0.03% 367
2024
Q1 		$458K Buy
20,514
+4,176
+26% +$96K 0.04% 283
2023
Q4 		$381K Buy
16,338
+15,552
+1,979% +$348K 0.03% 291
2023
Q3 		$17.4K Sell
786
-2,122
-73% -$48.1K ﹤0.01% 1176
2023
Q2 		$67.1K Sell
2,908
-982
-25% -$22.8K 0.01% 721
2023
Q1 		$91.2K Buy
3,890
+2,812
+261% +$65.4K 0.01% 566
2022
Q4 		$24.6K Buy
1,078
+482
+81% +$11K ﹤0.01% 1001
2022
Q3 		$13K Buy
596
+288
+94% +$6.86K ﹤0.01% 1053
2022
Q2 		$7K Buy
308
+80
+35% +$1.94K ﹤0.01% 1166
2022
Q1 		$6K Buy
+228
New +$5.92K ﹤0.01% 1196

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

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

EverSource Wealth Advisors reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 28% in Q2 2026, selling an estimated $274K and leaving 30,480 shares worth $705K. The position accounts for 0.02% of the portfolio, ranked #441.

EverSource Wealth Advisors first reported a position in SCHZ in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.12M in Q3 2025. 668 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • EverSource Wealth Advisors held 30,480 shares of Schwab US Aggregate Bond ETF worth $705K as of Q2 2026.
  • EverSource Wealth Advisors sold 11,857 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $274K.
  • Schwab US Aggregate Bond ETF made up 0.02% of EverSource Wealth Advisors's portfolio in Q2 2026, its #441 holding.
  • EverSource Wealth Advisors first reported a position in Schwab US Aggregate Bond ETF in Q1 2022 and has held it in 18 quarters since.
  • EverSource Wealth Advisors's Schwab US Aggregate Bond ETF position peaked at $1.12M in Q3 2025.
  • 668 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.