Financial Life Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $36.4M | Buy |
1,573,243
+72,669
| +5% | +$1.68M | 10.35% | 3 |
|
|
2026
Q1 | $34.8M | Buy |
1,500,574
+22,821
| +2% | +$534K | 10.85% | 3 |
|
|
2025
Q4 | $34.5M | Buy |
1,477,753
+108,159
| +8% | +$2.54M | 10.65% | 3 |
|
|
2025
Q3 | $32.1M | Buy |
1,369,594
+75,386
| +6% | +$1.75M | 10.33% | 3 |
|
|
2025
Q2 | $30.1M | Buy |
1,294,208
+43,132
| +3% | +$990K | 10.29% | 3 |
|
|
2025
Q1 | $29M | Buy |
1,251,076
+27,505
| +2% | +$630K | 10.8% | 3 |
|
|
2024
Q4 | $27.8M | Buy |
1,223,571
+73,875
| +6% | +$1.71M | 10.43% | 3 |
|
|
2024
Q3 | $27.3M | Buy |
1,149,696
+82,906
| +8% | +$1.94M | 10.32% | 3 |
|
|
2024
Q2 | $24.3M | Buy |
1,066,790
+61,498
| +6% | +$1.39M | 9.87% | 3 |
|
|
2024
Q1 | $23.1M | Buy |
1,005,292
+50,850
| +5% | +$1.17M | 9.67% | 3 |
|
|
2023
Q4 | $22.2M | Sell |
954,442
-99,170
| -9% | -$2.22M | 9.57% | 3 |
|
|
2023
Q3 | $23.3M | Buy |
1,053,612
+61,950
| +6% | +$1.4M | 10.03% | 3 |
|
|
2023
Q2 | $22.9M | Buy |
991,662
+288,990
| +41% | +$6.72M | 9.55% | 3 |
|
|
2023
Q1 | $16.5M | Sell |
702,672
-172,738
| -20% | -$4.02M | 7.09% | 3 |
|
|
2022
Q4 | $20M | Buy |
875,410
+753,616
| +619% | +$17.2M | 9.22% | 3 |
|
|
2022
Q3 | $2.76M | Buy |
+121,794
| New | +$2.9M | 1.38% | 17 |
|
|
2022
Q2 | – | Sell |
-10,382
| Closed | -$263K | – | 54 |
|
|
2022
Q1 | $263K | Sell |
10,382
-2,416
| -19% | -$62.7K | 0.11% | 49 |
|
|
2021
Q4 | $345K | Hold |
12,798
| – | – | 0.14% | 44 |
|
|
2021
Q3 | $347K | Hold |
12,798
| – | – | 0.15% | 42 |
|
|
2021
Q2 | $349K | Hold |
12,798
| – | – | 0.15% | 42 |
|
|
2021
Q1 | $345K | Buy |
12,798
+2,708
| +27% | +$74.3K | 0.16% | 41 |
|
|
2020
Q4 | $282K | Sell |
10,090
-8,302
| -45% | -$232K | 0.15% | 42 |
|
|
2020
Q3 | $515K | Buy |
+18,392
| New | +$519K | 0.27% | 34 |
|
|
2020
Q1 | – | Sell |
-18,392
| Closed | -$491K | – | 35 |
|
|
2019
Q4 | $491K | Hold |
18,392
| – | – | 0.3% | 32 |
|
|
2019
Q3 | $495K | Hold |
18,392
| – | – | 0.31% | 31 |
|
|
2019
Q2 | $487K | Hold |
18,392
| – | – | 0.32% | 32 |
|
|
2019
Q1 | $477K | Hold |
18,392
| – | – | 0.33% | 34 |
|
|
2018
Q4 | $465K | Hold |
18,392
| – | – | 0.36% | 32 |
|
|
2018
Q3 | $462K | Hold |
18,392
| – | – | 0.34% | 35 |
|
|
2018
Q2 | $466K | Hold |
18,392
| – | – | 0.38% | 34 |
|
|
2018
Q1 | $469K | Buy |
18,392
+1,842
| +11% | +$47.1K | 0.43% | 35 |
|
|
2017
Q4 | $431K | Buy |
+16,550
| New | +$432K | 0.35% | 37 |
|
Other funds holding SCHZ
RIM
APP
CST
KBFS
RA
Financial Life Advisors's SCHZ Position: Q2 2026 in Review
Financial Life Advisors increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 4.8% in Q2 2026, buying an estimated $1.68M and bringing the position to 1,573,243 shares worth $36.4M. The position accounts for 10.35% of the portfolio, ranked #3.
Financial Life Advisors first reported a position in SCHZ in Q4 2017 and has held it in 32 quarters since. 668 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.
- Financial Life Advisors held 1,573,243 shares of Schwab US Aggregate Bond ETF worth $36.4M as of Q2 2026.
- Financial Life Advisors bought 72,669 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $1.68M.
- Schwab US Aggregate Bond ETF made up 10.35% of Financial Life Advisors's portfolio in Q2 2026, its #3 holding.
- Financial Life Advisors first reported a position in Schwab US Aggregate Bond ETF in Q4 2017 and has held it in 32 quarters since.
- 668 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.
Based on Financial Life Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.