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 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 New York $1.56T AUM 27.86% 1-Year Est. Return

RIM

Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $49.2B AUM 14.31% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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 $374B AUM 17.66% 1-Year Est. Return

Forvis Mazars Wealth Advisors's SCHZ Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 0.12% in Q1 2026, buying an estimated $374 and bringing the position to 12,993 shares worth $302K. The position accounts for 0.01% of the portfolio, ranked #354.

Forvis Mazars Wealth Advisors first reported a position in SCHZ in Q3 2023 and has held it in 11 quarters since. The position peaked at $927K in Q3 2024. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

Forvis Mazars Wealth Advisors held 12,993 shares of Schwab US Aggregate Bond ETF worth $302K as of Q1 2026.
Forvis Mazars Wealth Advisors bought 16 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $374.
Schwab US Aggregate Bond ETF made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #354 holding.
Forvis Mazars Wealth Advisors first reported a position in Schwab US Aggregate Bond ETF in Q3 2023 and has held it in 11 quarters since.
Forvis Mazars Wealth Advisors's Schwab US Aggregate Bond ETF position peaked at $927K in Q3 2024.
662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.