Evolution Advisers’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Evolution Advisers’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	$176K	Hold	7,636	–	–	0.06%	55
2026 Q1	$177K	Sell	7,636 -1,174	-13%	-$27.5K	0.07%	47
2025 Q4	$205K	Buy	8,810 +1,174	+15%	+$27.6K	0.09%	44
2025 Q3	$179K	Hold	7,636	–	–	0.08%	46
2025 Q2	$177K	Hold	7,636	–	–	0.09%	45
2025 Q1	$176K	Hold	7,636	–	–	0.09%	44
2024 Q4	$173K	Hold	7,636	–	–	0.09%	44
2024 Q3	$181K	Sell	7,636 -2,732	-26%	-$64K	0.1%	42
2024 Q2	$236K	Buy	10,368 +24	+0.2%	+$544	0.14%	35
2024 Q1	$238K	Buy	10,344 +20	+0.2%	+$460	0.14%	34
2023 Q4	$240K	Buy	10,324 +2,602	+34%	+$58.2K	0.15%	32
2023 Q3	$170K	Buy	7,722 +86	+1%	+$1.95K	0.12%	34
2023 Q2	$176K	Sell	7,636 -18	-0.2%	-$419	0.12%	37
2023 Q1	$179K	Sell	7,654 -7,970	-51%	-$185K	0.13%	33
2022 Q4	$356K	Buy	+15,624	New	+$356K	0.28%	25

Other funds holding SCHZ

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 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 Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Evolution Advisers's SCHZ Position: Q2 2026 in Review

Evolution Advisers held its Schwab US Aggregate Bond ETF (SCHZ) position steady in Q2 2026 at 7,636 shares worth $176K. The position accounts for 0.06% of the portfolio, ranked #55.

Evolution Advisers first reported a position in SCHZ in Q4 2022 and has held it in 15 quarters since. The position peaked at $356K in Q4 2022. 668 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

Evolution Advisers held 7,636 shares of Schwab US Aggregate Bond ETF worth $176K as of Q2 2026.
Evolution Advisers left its Schwab US Aggregate Bond ETF share count unchanged in Q2 2026.
Schwab US Aggregate Bond ETF made up 0.06% of Evolution Advisers's portfolio in Q2 2026, its #55 holding.
Evolution Advisers first reported a position in Schwab US Aggregate Bond ETF in Q4 2022 and has held it in 15 quarters since.
Evolution Advisers's Schwab US Aggregate Bond ETF position peaked at $356K in Q4 2022.
668 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Evolution Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.