Forthright Family Wealth Advisory’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Forthright Family Wealth Advisory’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	$7.32M	Buy	316,590 +190,804	+152%	+$4.42M	4.14%	9
2026 Q1	$5.79M	Sell	125,786 -193,640	-61%	-$4.53M	3.88%	5
2025 Q4	$7.46M	Buy	319,426 +6,220	+2%	+$146K	4.69%	8
2025 Q3	$7.35M	Sell	313,206 -107,068	-25%	-$2.49M	4.52%	8
2025 Q2	$9.77M	Sell	420,274 -11,666	-3%	-$268K	6.19%	7
2025 Q1	$10M	Sell	431,940 -9,397	-2%	-$215K	6.61%	5
2024 Q4	$10M	Sell	441,337 -369,505	-46%	-$8.54M	6.51%	5
2024 Q3	$9.44M	Buy	810,842 +526,054	+185%	+$12.3M	6.06%	6
2024 Q2	$6.49M	Buy	284,788 +33,216	+13%	+$753K	4.18%	4
2024 Q1	$5.79M	Buy	251,572 +46,570	+23%	+$1.07M	3.88%	5
2023 Q4	$4.78M	Buy	+205,002	New	+$4.59M	3.74%	6

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

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

Forthright Family Wealth Advisory's SCHZ Position: Q2 2026 in Review

Forthright Family Wealth Advisory increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 152% in Q2 2026, buying an estimated $4.42M and bringing the position to 316,590 shares worth $7.32M. The position accounts for 4.14% of the portfolio, ranked #9.

Forthright Family Wealth Advisory first reported a position in SCHZ in Q4 2023 and has held it in 11 quarters since. The position peaked at $10M in Q4 2024. 672 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

Forthright Family Wealth Advisory held 316,590 shares of Schwab US Aggregate Bond ETF worth $7.32M as of Q2 2026.
Forthright Family Wealth Advisory bought 190,804 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $4.42M.
Schwab US Aggregate Bond ETF made up 4.14% of Forthright Family Wealth Advisory's portfolio in Q2 2026, its #9 holding.
Forthright Family Wealth Advisory first reported a position in Schwab US Aggregate Bond ETF in Q4 2023 and has held it in 11 quarters since.
Forthright Family Wealth Advisory's Schwab US Aggregate Bond ETF position peaked at $10M in Q4 2024.
672 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Forthright Family Wealth Advisory's 13F filing for Q2 2026, filed 16 Jul 2026.