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Guardian Wealth Advisors (North Carolina)’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Guardian Wealth Advisors (North Carolina)’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
-7,026
Closed -$163K – 554
2026
Q1 		$163K Buy
+7,026
New +$164K 0.01% 364
2025
Q3 		– Sell
-7,985
Closed -$186K – 511
2025
Q2 		$186K Sell
7,985
-864
-10% -$19.8K 0.01% 332
2025
Q1 		$205K Sell
8,849
-206
-2% -$4.72K 0.02% 312
2024
Q4 		$206K Buy
9,055
+9,023
+28,197% +$208K 0.02% 310
2024
Q3 		$760 Hold
32
– – ﹤0.01% 436
2024
Q2 		$729 Sell
32
-110
-77% -$2.49K ﹤0.01% 424
2024
Q1 		$3.27K Hold
142
– – ﹤0.01% 418
2023
Q4 		$3.31K Hold
142
– – ﹤0.01% 404
2023
Q3 		$3.14K Hold
142
– – ﹤0.01% 386
2023
Q2 		$3.28K Sell
142
-10
-7% -$233 ﹤0.01% 377
2023
Q1 		$3.56K Hold
152
– – ﹤0.01% 369
2022
Q4 		$3.47K Hold
152
– – ﹤0.01% 341
2022
Q3 		$3K Sell
152
-228
-60% -$5.43K ﹤0.01% 320
2022
Q2 		$9K Buy
+380
New +$9.2K ﹤0.01% 294

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

Guardian Wealth Advisors (North Carolina)'s SCHZ Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2026, closing a stake of 7,026 shares — an estimated $163K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in SCHZ in Q2 2022 and held it in 14 quarters. The position peaked at $206K in Q4 2024. 667 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Guardian Wealth Advisors (North Carolina) sold 7,026 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $163K.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Schwab US Aggregate Bond ETF in Q2 2022 and held it in 14 quarters.
  • Guardian Wealth Advisors (North Carolina)'s Schwab US Aggregate Bond ETF position peaked at $206K in Q4 2024.
  • 667 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.