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GWN Securities’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

GWN Securities’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
-55,006
Closed -$1.27M – 662
2025
Q1 		$1.27M Buy
+55,006
New +$1.26M 0.07% 258

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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 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 $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TWP
Total Wealth Planning Cincinnati, Ohio $46.7M AUM 13.43% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

GWN Securities's SCHZ Position: Q2 2025 in Review

GWN Securities sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2025, closing a stake of 55,006 shares — an estimated $1.27M sold.

GWN Securities first reported a position in SCHZ in Q1 2025 and held it in 1 quarter. The position peaked at $1.27M in Q1 2025. 641 funds tracked by Wall St. Rank hold SCHZ as of Q2 2025.

  • GWN Securities reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • GWN Securities sold 55,006 Schwab US Aggregate Bond ETF shares in Q2 2025, an estimated $1.27M.
  • GWN Securities first reported a position in Schwab US Aggregate Bond ETF in Q1 2025 and held it in 1 quarter.
  • GWN Securities's Schwab US Aggregate Bond ETF position peaked at $1.27M in Q1 2025.
  • 641 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2025.

Based on GWN Securities's 13F filing for Q2 2025, filed 1 Aug 2025.