Guardian Wealth Management (Illinois)’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Guardian Wealth Management (Illinois)’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
2025 Q2	–	Sell	-136	Closed	-$3.15K	–	175
2025 Q1	$3.15K	Buy	136 +8	+6%	+$183	﹤0.01%	192
2024 Q4	$2.91K	Buy	128 +18	+16%	+$416	﹤0.01%	199
2024 Q3	$2.61K	Buy	110 +6	+6%	+$140	﹤0.01%	209
2024 Q2	$2.38K	Buy	104 +12	+13%	+$272	﹤0.01%	209
2024 Q1	$2.1K	Buy	92 +12	+15%	+$276	﹤0.01%	208
2023 Q4	$1.89K	Buy	80 +6	+8%	+$134	﹤0.01%	221
2023 Q3	$1.64K	Buy	74 +8	+12%	+$181	﹤0.01%	205
2023 Q2	$1.51K	Buy	66 +8	+14%	+$186	﹤0.01%	206
2023 Q1	$1.38K	Buy	58 +4	+7%	+$93	﹤0.01%	219
2022 Q4	$1.25K	Buy	54 +8	+17%	+$182	﹤0.01%	226
2022 Q3	$1K	Buy	46 +8	+21%	+$190	﹤0.01%	224
2022 Q2	$1K	Buy	38 +18	+90%	+$436	﹤0.01%	212
2022 Q1	$1K	Hold	20	–	–	﹤0.01%	222
2021 Q4	$1K	Buy	+20	New	+$541	﹤0.01%	217

Other funds holding SCHZ

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

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

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

TWP

Total Wealth Planning Cincinnati, Ohio $46.7M AUM 13.43% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Guardian Wealth Management (Illinois)'s SCHZ Position: Q2 2025 in Review

Guardian Wealth Management (Illinois) sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2025, closing a stake of 136 shares — an estimated $3.15K sold.

Guardian Wealth Management (Illinois) first reported a position in SCHZ in Q4 2021 and held it in 14 quarters. The position peaked at $3.15K in Q1 2025. 645 funds tracked by Wall St. Rank hold SCHZ as of Q2 2025.

Guardian Wealth Management (Illinois) reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2025 after selling out during the quarter.
Guardian Wealth Management (Illinois) sold 136 Schwab US Aggregate Bond ETF shares in Q2 2025, an estimated $3.15K.
Guardian Wealth Management (Illinois) first reported a position in Schwab US Aggregate Bond ETF in Q4 2021 and held it in 14 quarters.
Guardian Wealth Management (Illinois)'s Schwab US Aggregate Bond ETF position peaked at $3.15K in Q1 2025.
645 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2025.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q2 2025, filed 14 Aug 2025.