Garde Capital’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Garde Capital’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	$661K	Buy	+28,599	New	+$662K	0.03%	144
2026 Q1	–	Sell	-28,433	Closed	-$664K	–	222
2025 Q4	$664K	Sell	28,433 -1,423	-5%	-$33.4K	0.04%	128
2025 Q3	$701K	Sell	29,856 -131	-0.4%	-$3.04K	0.03%	142
2025 Q2	$697K	Sell	29,987 -1,112	-4%	-$25.5K	0.04%	137
2025 Q1	$720K	Buy	+31,099	New	+$712K	0.04%	138
2020 Q3	–	Sell	-84,806	Closed	-$2.38M	–	182
2020 Q2	$2.38M	Sell	84,806 -1,274	-1%	-$35.4K	0.35%	40
2020 Q1	$2.34M	Sell	86,080 -4,658	-5%	-$126K	0.41%	37
2019 Q4	$2.42M	Buy	90,738 +10,258	+13%	+$275K	0.35%	38
2019 Q3	$2.17M	Sell	80,480 -504	-0.6%	-$13.5K	0.34%	40
2019 Q2	$2.15M	Buy	80,984 +7,904	+11%	+$206K	0.35%	38
2019 Q1	$1.9M	Sell	73,080 -2,938	-4%	-$75K	0.33%	40
2018 Q4	$1.92M	Buy	76,018 +1,864	+3%	+$46.5K	0.34%	43
2018 Q3	$1.84M	Buy	74,154 +12,594	+20%	+$318K	0.31%	43
2018 Q2	$1.56M	Buy	61,560 +5,538	+10%	+$140K	0.27%	48
2018 Q1	$1.43M	Sell	56,022 -1,020	-2%	-$26.1K	0.26%	47
2017 Q4	$1.48M	Buy	57,042 +4,690	+9%	+$122K	0.28%	47
2017 Q3	$1.37M	Buy	52,352 +12,004	+30%	+$315K	0.27%	46
2017 Q2	$1.05M	Buy	40,348 +2,640	+7%	+$68.9K	0.26%	42
2017 Q1	$976K	Buy	37,708 +6,166	+20%	+$159K	0.26%	44
2016 Q4	$812K	Buy	31,542 +19,326	+158%	+$505K	0.23%	45
2016 Q3	$318K	Buy	12,216 +1,672	+16%	+$44.9K	0.1%	115
2016 Q2	$283K	Sell	10,544 -4	-0%	-$106	0.09%	85
2016 Q1	$279K	Buy	10,548 +360	+4%	+$9.4K	0.09%	86
2015 Q4	$262K	Sell	10,188 -2,028	-17%	-$52.6K	0.09%	84
2015 Q3	$318K	Buy	12,216 +958	+9%	+$24.8K	0.1%	115
2015 Q2	$291K	Buy	11,258 +1,726	+18%	+$45.1K	0.09%	117
2015 Q1	$252K	Sell	9,532 -378	-4%	-$9.97K	0.08%	126
2014 Q4	$259K	Sell	9,910 -584	-6%	-$15.2K	0.08%	120
2014 Q3	$272K	Buy	10,494 +428	+4%	+$11.1K	0.11%	83
2014 Q2	$261K	Buy	+10,066	New	+$259K	0.1%	80

Other funds holding SCHZ

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

PWMG

Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Garde Capital's SCHZ Position: Q2 2026 in Review

Garde Capital opened a new position in Schwab US Aggregate Bond ETF (SCHZ) in Q2 2026: 28,599 shares worth $661K. The stake represents 0.03% of the portfolio and ranks #144 among its holdings. This is a return to the name: Garde Capital previously reported a position in SCHZ as recently as Q4 2025.

Garde Capital first reported a position in SCHZ in Q2 2014 and has held it in 30 quarters since. The position peaked at $2.42M in Q4 2019. 486 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

Garde Capital held 28,599 shares of Schwab US Aggregate Bond ETF worth $661K as of Q2 2026.
Schwab US Aggregate Bond ETF was a new Garde Capital position in Q2 2026.
Schwab US Aggregate Bond ETF made up 0.03% of Garde Capital's portfolio in Q2 2026, its #144 holding.
Garde Capital first reported a position in Schwab US Aggregate Bond ETF in Q2 2014 and has held it in 30 quarters since.
Garde Capital's Schwab US Aggregate Bond ETF position peaked at $2.42M in Q4 2019.
486 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Garde Capital's 13F filing for Q2 2026, filed 31 Jul 2026.