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

Fermata 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 Q3	–	Sell	-18,246	Closed	-$422K	–	314
2026 Q2	$422K	Sell	18,246 -1,079	-6%	-$25K	0.09%	168
2026 Q1	$449K	Buy	19,325 +3,073	+19%	+$71.9K	0.1%	147
2025 Q4	$380K	Hold	16,252	–	–	0.09%	155
2025 Q3	$381K	Hold	16,252	–	–	0.1%	145
2025 Q2	$378K	Sell	16,252 -2,170	-12%	-$49.8K	0.1%	154
2025 Q1	$427K	Hold	18,422	–	–	0.08%	175
2024 Q4	$418K	Sell	18,422 -3,186	-15%	-$73.6K	0.08%	162
2024 Q3	$513K	Buy	21,608 +3,906	+22%	+$91.5K	0.1%	117
2024 Q2	$403K	Sell	17,702 -894	-5%	-$20.3K	0.09%	132
2024 Q1	$428K	Buy	18,596 +4,768	+34%	+$110K	0.1%	117
2023 Q4	$322K	Buy	+13,828	New	+$309K	0.08%	124

Other funds holding SCHZ

Rockbridge Investment Management Syracuse, New York $1.25B AUM 8.34% 1-Year Est. Return

Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.19B AUM 9.66% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Rational Advisors Huntington, New York $1.08B AUM 5.43% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

Fermata Advisors's SCHZ Position: Q3 2026 in Review

Fermata Advisors sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q3 2026, closing a stake of 18,246 shares — an estimated $422K sold.

Fermata Advisors first reported a position in SCHZ in Q4 2023 and held it in 11 quarters. The position peaked at $513K in Q3 2024. 471 funds tracked by Wall St. Rank hold SCHZ as of Q3 2026.

Fermata Advisors reported no remaining Schwab US Aggregate Bond ETF position as of Q3 2026 after selling out during the quarter.
Fermata Advisors sold 18,246 Schwab US Aggregate Bond ETF shares in Q3 2026, an estimated $422K.
Fermata Advisors first reported a position in Schwab US Aggregate Bond ETF in Q4 2023 and held it in 11 quarters.
Fermata Advisors's Schwab US Aggregate Bond ETF position peaked at $513K in Q3 2024.
471 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2026.

Based on Fermata Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.