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

Grey Fox 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	$3.24M	Buy	140,215 +1,674	+1%	+$38.7K	0.51%	35
2026 Q1	$3.22M	Sell	138,541 -498	-0.4%	-$11.7K	0.62%	28
2025 Q4	$3.25M	Sell	139,039 -1,114	-0.8%	-$26.2K	0.67%	27
2025 Q3	$3.29M	Sell	140,153 -31	-0%	-$720	0.67%	26
2025 Q2	$3.26M	Sell	140,184 -6,320	-4%	-$145K	0.78%	24
2025 Q1	$3.39M	Sell	146,504 -7,421	-5%	-$170K	0.91%	21
2024 Q4	$3.49M	Buy	153,925 +19,845	+15%	+$458K	0.96%	18
2024 Q3	$3.19M	Sell	134,080 -2,366	-2%	-$55.4K	0.89%	21
2024 Q2	$3.11M	Buy	136,446 +3,620	+3%	+$82K	1.09%	16
2024 Q1	$3.06M	Sell	132,826 -1,628	-1%	-$37.4K	1.15%	16
2023 Q4	$3.13M	Sell	134,454 -10,360	-7%	-$232K	1.36%	14
2023 Q3	$3.2M	Buy	144,814 +71,160	+97%	+$1.61M	1.61%	12
2023 Q2	$1.7M	Sell	73,654 -2,262	-3%	-$52.6K	0.87%	27
2023 Q1	$1.78M	Sell	75,916 -7,030	-8%	-$164K	1.05%	23
2022 Q4	$1.89M	Buy	+82,946	New	+$1.89M	1.25%	22

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 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

Grey Fox Wealth Advisors's SCHZ Position: Q2 2026 in Review

Grey Fox Wealth Advisors increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 1.2% in Q2 2026, buying an estimated $38.7K and bringing the position to 140,215 shares worth $3.24M. The position accounts for 0.51% of the portfolio, ranked #35.

Grey Fox Wealth Advisors first reported a position in SCHZ in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.49M in Q4 2024. 149 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

Grey Fox Wealth Advisors held 140,215 shares of Schwab US Aggregate Bond ETF worth $3.24M as of Q2 2026.
Grey Fox Wealth Advisors bought 1,674 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $38.7K.
Schwab US Aggregate Bond ETF made up 0.51% of Grey Fox Wealth Advisors's portfolio in Q2 2026, its #35 holding.
Grey Fox Wealth Advisors first reported a position in Schwab US Aggregate Bond ETF in Q4 2022 and has held it in 15 quarters since.
Grey Fox Wealth Advisors's Schwab US Aggregate Bond ETF position peaked at $3.49M in Q4 2024.
149 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Grey Fox Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.