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

Geometric 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 		$928K Buy
40,110
+439
+1% +$10.2K 0.1% 35
2026
Q1 		$921K Sell
39,671
-83
-0.2% -$1.94K 0.12% 30
2025
Q4 		$929K Buy
39,754
+5,329
+15% +$125K 0.12% 31
2025
Q3 		$808K Buy
34,425
+13,209
+62% +$307K 0.11% 33
2025
Q2 		$493K Buy
21,216
+471
+2% +$10.8K 0.07% 44
2025
Q1 		$480K Buy
20,745
+234
+1% +$5.36K 0.08% 44
2024
Q4 		$466K Buy
20,511
+1,789
+10% +$41.3K 0.08% 43
2024
Q3 		$445K Buy
18,722
+3,208
+21% +$75.1K 0.08% 42
2024
Q2 		$354K Buy
15,514
+2,430
+19% +$55.1K 0.07% 45
2024
Q1 		$301K Buy
13,084
+408
+3% +$9.38K 0.07% 36
2023
Q4 		$295K Sell
12,676
-210
-2% -$4.7K 0.08% 33
2023
Q3 		$285K Sell
12,886
-324
-2% -$7.34K 0.09% 30
2023
Q2 		$304K Buy
13,210
+104
+0.8% +$2.42K 0.09% 26
2023
Q1 		$307K Sell
13,106
-2,230
-15% -$51.9K 0.11% 24
2022
Q4 		$350K Buy
15,336
+1,314
+9% +$29.9K 0.14% 20
2022
Q3 		$318K Buy
14,022
+88
+0.6% +$2.1K 0.15% 18
2022
Q2 		$334K Sell
13,934
-256
-2% -$6.2K 0.17% 21
2022
Q1 		$359K Buy
+14,190
New +$369K 1.08% 18

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 $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
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

Geometric Wealth Advisors's SCHZ Position: Q2 2026 in Review

Geometric Wealth Advisors increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 1.1% in Q2 2026, buying an estimated $10.2K and bringing the position to 40,110 shares worth $928K. The position accounts for 0.1% of the portfolio, ranked #35.

Geometric Wealth Advisors first reported a position in SCHZ in Q1 2022 and has held it in 18 quarters since. The position peaked at $929K in Q4 2025. 668 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Geometric Wealth Advisors held 40,110 shares of Schwab US Aggregate Bond ETF worth $928K as of Q2 2026.
  • Geometric Wealth Advisors bought 439 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $10.2K.
  • Schwab US Aggregate Bond ETF made up 0.1% of Geometric Wealth Advisors's portfolio in Q2 2026, its #35 holding.
  • Geometric Wealth Advisors first reported a position in Schwab US Aggregate Bond ETF in Q1 2022 and has held it in 18 quarters since.
  • Geometric Wealth Advisors's Schwab US Aggregate Bond ETF position peaked at $929K in Q4 2025.
  • 668 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Geometric Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.