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

Gradient Capital 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 		$725K Buy
31,330
+1,584
+5% +$36.7K 0.17% 91
2026
Q1 		$691K Sell
29,746
-438
-1% -$10.3K 0.18% 87
2025
Q4 		$705K Sell
30,184
-950
-3% -$22.3K 0.18% 88
2025
Q3 		$731K Sell
31,134
-2,587
-8% -$60.1K 0.2% 84
2025
Q2 		$784K Sell
33,721
-1,767
-5% -$40.5K 0.23% 77
2025
Q1 		$822K Buy
35,488
+1,197
+3% +$27.4K 0.27% 70
2024
Q4 		$778K Sell
34,291
-2,721
-7% -$62.9K 0.25% 73
2024
Q3 		$879K Sell
37,012
-2,972
-7% -$69.6K 0.29% 69
2024
Q2 		$911K Sell
39,984
-870
-2% -$19.7K 0.33% 62
2024
Q1 		$940K Buy
40,854
+196
+0.5% +$4.51K 0.35% 62
2023
Q4 		$948K Sell
40,658
-270
-0.7% -$6.04K 0.36% 63
2023
Q3 		$905K Sell
40,928
-466
-1% -$10.6K 0.38% 60
2023
Q2 		$955K Sell
41,394
-2,786
-6% -$64.8K 0.38% 60
2023
Q1 		$1.04M Sell
44,180
-192
-0.4% -$4.47K 0.44% 50
2022
Q4 		$1.01M Sell
44,372
-780
-2% -$17.8K 0.46% 50
2022
Q3 		$1.02M Sell
45,152
-17,626
-28% -$420K 0.49% 49
2022
Q2 		$1.5M Sell
62,778
-13,694
-18% -$331K 0.72% 36
2022
Q1 		$1.93M Sell
76,472
-102
-0.1% -$2.65K 0.82% 29
2021
Q4 		$2.06M Sell
76,574
-4,698
-6% -$127K 0.86% 29
2021
Q3 		$2.21M Sell
81,272
-314
-0.4% -$8.61K 1.01% 25
2021
Q2 		$2.23M Buy
81,586
+30
+0% +$814 1.04% 25
2021
Q1 		$2.2M Buy
81,556
+3,078
+4% +$84.5K 1.16% 24
2020
Q4 		$2.2M Sell
78,478
-4,468
-5% -$125K 1.25% 24
2020
Q3 		$2.33M Buy
82,946
+3,024
+4% +$85.3K 1.45% 21
2020
Q2 		$2.25M Buy
79,922
+1,482
+2% +$41.2K 1.52% 18
2020
Q1 		$2.13M Sell
78,440
-3,230
-4% -$87.2K 1.72% 15
2019
Q4 		$2.18M Buy
81,670
+152
+0.2% +$4.07K 1.52% 20
2019
Q3 		$2.19M Buy
81,518
+1,032
+1% +$27.6K 1.64% 17
2019
Q2 		$2.13M Sell
80,486
-26
-0% -$676 1.64% 17
2019
Q1 		$2.09M Sell
80,512
-494
-0.6% -$12.6K 1.66% 18
2018
Q4 		$2.05M Buy
81,006
+118
+0.1% +$2.95K 1.77% 13
2018
Q3 		$2.03M Sell
80,888
-4,570
-5% -$115K 1.71% 14
2018
Q2 		$2.16M Buy
85,458
+4,320
+5% +$109K 2.01% 14
2018
Q1 		$2.07M Buy
81,138
+4,402
+6% +$113K 2.07% 13
2017
Q4 		$2M Buy
+76,736
New +$2M 2.05% 13

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

Gradient Capital Advisors's SCHZ Position: Q2 2026 in Review

Gradient Capital Advisors increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 5.3% in Q2 2026, buying an estimated $36.7K and bringing the position to 31,330 shares worth $725K. The position accounts for 0.17% of the portfolio, ranked #91.

Gradient Capital Advisors first reported a position in SCHZ in Q4 2017 and has held it in 35 quarters since. The position peaked at $2.33M in Q3 2020. 668 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Gradient Capital Advisors held 31,330 shares of Schwab US Aggregate Bond ETF worth $725K as of Q2 2026.
  • Gradient Capital Advisors bought 1,584 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $36.7K.
  • Schwab US Aggregate Bond ETF made up 0.17% of Gradient Capital Advisors's portfolio in Q2 2026, its #91 holding.
  • Gradient Capital Advisors first reported a position in Schwab US Aggregate Bond ETF in Q4 2017 and has held it in 35 quarters since.
  • Gradient Capital Advisors's Schwab US Aggregate Bond ETF position peaked at $2.33M in Q3 2020.
  • 668 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Gradient Capital Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.