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 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 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 Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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. 673 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.
673 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.