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

Forvis Mazars 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 		$301K Buy
13,015
+22
+0.2% +$509 0.01% 372
2026
Q1 		$302K Buy
12,993
+16
+0.1% +$374 0.01% 354
2025
Q4 		$303K Buy
12,977
+64
+0.5% +$1.5K 0.01% 352
2025
Q3 		$303K Buy
12,913
+21
+0.2% +$488 0.01% 349
2025
Q2 		$300K Sell
12,892
-5,656
-30% -$130K 0.01% 350
2025
Q1 		$430K Sell
18,548
-14,677
-44% -$336K 0.01% 304
2024
Q4 		$754K Sell
33,225
-5,771
-15% -$133K 0.02% 256
2024
Q3 		$927K Sell
38,996
-1,192
-3% -$27.9K 0.02% 237
2024
Q2 		$916K Buy
40,188
+156
+0.4% +$3.54K 0.02% 217
2024
Q1 		$921K Buy
40,032
+4,470
+13% +$103K 0.02% 220
2023
Q4 		$829K Buy
35,562
+22,850
+180% +$511K 0.02% 222
2023
Q3 		$281K Buy
+12,712
New +$288K 0.01% 339

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 $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
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

Forvis Mazars Wealth Advisors's SCHZ Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 0.17% in Q2 2026, buying an estimated $509 and bringing the position to 13,015 shares worth $301K. The position accounts for 0.01% of the portfolio, ranked #372.

Forvis Mazars Wealth Advisors first reported a position in SCHZ in Q3 2023 and has held it in 12 quarters since. The position peaked at $927K in Q3 2024. 672 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Forvis Mazars Wealth Advisors held 13,015 shares of Schwab US Aggregate Bond ETF worth $301K as of Q2 2026.
  • Forvis Mazars Wealth Advisors bought 22 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $509.
  • Schwab US Aggregate Bond ETF made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #372 holding.
  • Forvis Mazars Wealth Advisors first reported a position in Schwab US Aggregate Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • Forvis Mazars Wealth Advisors's Schwab US Aggregate Bond ETF position peaked at $927K in Q3 2024.
  • 672 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.