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Graves Light Lenhart Wealth’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Graves Light Lenhart Wealth’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 		$1.27M Sell
54,699
-182
-0.3% -$4.21K 0.12% 75
2026
Q1 		$1.27M Sell
54,881
-1,226
-2% -$28.7K 0.13% 71
2025
Q4 		$1.31M Sell
56,107
-172
-0.3% -$4.04K 0.14% 74
2025
Q3 		$1.32M Sell
56,279
-556
-1% -$12.9K 0.15% 75
2025
Q2 		$1.32M Buy
56,835
+30
+0.1% +$688 0.16% 71
2025
Q1 		$1.32M Sell
56,805
-1,249
-2% -$28.6K 0.16% 69
2024
Q4 		$1.32M Sell
58,054
-4,108
-7% -$94.9K 0.16% 73
2024
Q3 		$1.48M Buy
62,162
+10
+0% +$234 0.18% 68
2024
Q2 		$1.4M Sell
62,152
-9,632
-13% -$218K 0.16% 74
2024
Q1 		$1.65M Sell
71,784
-8,016
-10% -$184K 0.19% 68
2023
Q4 		$1.86M Sell
79,800
-2,274
-3% -$50.9K 0.23% 65
2023
Q3 		$1.79M Sell
82,074
-12,910
-14% -$293K 0.24% 62
2023
Q2 		$2.19M Sell
94,984
-3,124
-3% -$72.7K 0.3% 63
2023
Q1 		$2.3M Sell
98,108
-3,800
-4% -$88.4K 0.36% 56
2022
Q4 		$2.33M Sell
101,908
-33,640
-25% -$766K 0.36% 59
2022
Q3 		$3.07M Sell
135,548
-5,832
-4% -$139K 0.51% 46
2022
Q2 		$3.38M Sell
141,380
-55,322
-28% -$1.34M 0.52% 49
2022
Q1 		$4.97M Sell
196,702
-1,070
-0.5% -$27.8K 0.69% 42
2021
Q4 		$5.33M Sell
197,772
-3,350
-2% -$90.6K 0.76% 36
2021
Q3 		$5.46M Sell
201,122
-4,470
-2% -$123K 0.86% 33
2021
Q2 		$5.61M Sell
205,592
-556
-0.3% -$15.1K 0.9% 33
2021
Q1 		$5.56M Sell
206,148
-594
-0.3% -$16.3K 0.95% 30
2020
Q4 		$5.79M Sell
206,742
-290
-0.1% -$8.11K 1.08% 26
2020
Q3 		$5.8M Hold
207,032
– – 1.28% 23
2020
Q2 		$5.82M Sell
207,032
-4,256
-2% -$118K 1.36% 21
2020
Q1 		$5.73M Sell
211,288
-6,048
-3% -$163K 1.55% 19
2019
Q4 		$5.81M Buy
217,336
+7,520
+4% +$202K 1.22% 27
2019
Q3 		$5.65M Buy
209,816
+21,712
+12% +$581K 1.25% 27
2019
Q2 		$4.98M Buy
188,104
+36,380
+24% +$946K 1.19% 28
2019
Q1 		$3.94M Buy
151,724
+115,054
+314% +$2.94M 1% 30
2018
Q4 		$928K Buy
+36,670
New +$916K 0.27% 66

Other funds holding SCHZ

CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
PWMG
Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ZRP
Zynergy Retirement Planning Red Bank, New Jersey $184M AUM 16.04% 1-Year Est. Return
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return
AFP
Arnold Financial Planning Hiawatha, Iowa $134M AUM
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return

Graves Light Lenhart Wealth's SCHZ Position: Q2 2026 in Review

Graves Light Lenhart Wealth reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 0.33% in Q2 2026, selling an estimated $4.21K and leaving 54,699 shares worth $1.27M. The position accounts for 0.12% of the portfolio, ranked #75.

Graves Light Lenhart Wealth first reported a position in SCHZ in Q4 2018 and has held it in 31 quarters since. The position peaked at $5.82M in Q2 2020. 149 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Graves Light Lenhart Wealth held 54,699 shares of Schwab US Aggregate Bond ETF worth $1.27M as of Q2 2026.
  • Graves Light Lenhart Wealth sold 182 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $4.21K.
  • Schwab US Aggregate Bond ETF made up 0.12% of Graves Light Lenhart Wealth's portfolio in Q2 2026, its #75 holding.
  • Graves Light Lenhart Wealth first reported a position in Schwab US Aggregate Bond ETF in Q4 2018 and has held it in 31 quarters since.
  • Graves Light Lenhart Wealth's Schwab US Aggregate Bond ETF position peaked at $5.82M in Q2 2020.
  • 149 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.