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HB Wealth Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

HB Wealth Management’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 		$1.16M Sell
50,111
-3,114
-6% -$72.1K 0.01% 682
2026
Q1 		$1.24M Sell
53,225
-4,301
-7% -$101K 0.01% 592
2025
Q4 		$1.34M Sell
57,526
-1,777
-3% -$41.7K 0.01% 529
2025
Q3 		$1.39M Sell
59,303
-4,732
-7% -$110K 0.01% 521
2025
Q2 		$1.49M Sell
64,035
-59,731
-48% -$1.37M 0.01% 436
2025
Q1 		$2.87M Sell
123,766
-24,928
-17% -$571K 0.02% 309
2024
Q4 		$3.38M Buy
148,694
+134,374
+938% +$3.1M 0.03% 208
2024
Q3 		$340K Buy
14,320
+416
+3% +$9.74K ﹤0.01% 718
2024
Q2 		$317K Sell
13,904
-5,024
-27% -$114K ﹤0.01% 697
2024
Q1 		$435K Sell
18,928
-15,194
-45% -$349K 0.01% 547
2023
Q4 		$795K Buy
34,122
+13,736
+67% +$307K 0.01% 355
2023
Q3 		$451K Sell
20,386
-732
-3% -$16.6K 0.01% 462
2023
Q2 		$487K Sell
21,118
-714
-3% -$16.6K 0.01% 424
2023
Q1 		$512K Sell
21,832
-4,068
-16% -$94.6K 0.01% 408
2022
Q4 		$591K Buy
25,900
+6,340
+32% +$144K 0.01% 360
2022
Q3 		$443K Sell
19,560
-8,836
-31% -$210K 0.01% 357
2022
Q2 		$680K Sell
28,396
-3,380
-11% -$81.8K 0.01% 299
2022
Q1 		$803K Buy
31,776
+9,056
+40% +$235K 0.01% 288
2021
Q4 		$612K Buy
+22,720
New +$614K 0.01% 287

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

HB Wealth Management's SCHZ Position: Q2 2026 in Review

HB Wealth Management reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 5.9% in Q2 2026, selling an estimated $72.1K and leaving 50,111 shares worth $1.16M. The position accounts for 0.01% of the portfolio, ranked #682.

HB Wealth Management first reported a position in SCHZ in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.38M in Q4 2024. 668 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • HB Wealth Management held 50,111 shares of Schwab US Aggregate Bond ETF worth $1.16M as of Q2 2026.
  • HB Wealth Management sold 3,114 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $72.1K.
  • Schwab US Aggregate Bond ETF made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #682 holding.
  • HB Wealth Management first reported a position in Schwab US Aggregate Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • HB Wealth Management's Schwab US Aggregate Bond ETF position peaked at $3.38M in Q4 2024.
  • 668 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.