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GeoWealth Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

GeoWealth Management’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 		– Sell
-8
Closed -$186 – 940
2026
Q1 		$186 Buy
+8
New +$187 ﹤0.01% 848
2025
Q3 		– Sell
-49
Closed -$1.13K – 1142
2025
Q2 		$1.13K Buy
49
+2
+4% +$46 ﹤0.01% 1168
2025
Q1 		$1.08K Buy
47
+19
+68% +$435 ﹤0.01% 1036
2024
Q4 		$630 Buy
+28
New +$647 ﹤0.01% 1721
2024
Q3 		– Hold
0
– – – 1690
2021
Q3 		– Sell
-102
Closed -$3K – 400
2021
Q2 		$3K Hold
102
– – ﹤0.01% 269
2021
Q1 		$3K Buy
+102
New +$2.8K ﹤0.01% 203
2019
Q4 		– Sell
-99,192
Closed -$2.67M – 190
2019
Q3 		$2.67M Buy
+99,192
New +$2.65M 0.6% 35

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

GeoWealth Management's SCHZ Position: Q2 2026 in Review

GeoWealth Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2026, closing a stake of 8 shares — an estimated $186 sold.

GeoWealth Management first reported a position in SCHZ in Q3 2019 and held it in 7 quarters. The position peaked at $2.67M in Q3 2019. 667 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • GeoWealth Management reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • GeoWealth Management sold 8 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $186.
  • GeoWealth Management first reported a position in Schwab US Aggregate Bond ETF in Q3 2019 and held it in 7 quarters.
  • GeoWealth Management's Schwab US Aggregate Bond ETF position peaked at $2.67M in Q3 2019.
  • 667 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.