Heritage Family Offices’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Heritage Family Offices’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	$7.27M	Buy	314,239 +108,590	+53%	+$2.51M	2.81%	6
2026 Q1	$4.78M	Buy	205,649 +148,357	+259%	+$3.47M	2.12%	11
2025 Q4	$1.34M	Buy	57,292 +9,276	+19%	+$218K	0.61%	39
2025 Q3	$1.13M	Sell	48,016 -996	-2%	-$23.1K	0.52%	43
2025 Q2	$1.13M	Hold	49,012	–	–	0.57%	37
2025 Q1	$1.14M	Buy	49,012 +10,023	+26%	+$230K	0.58%	37
2024 Q4	$885K	Buy	38,989 +8,245	+27%	+$190K	0.44%	52
2024 Q3	$730K	Buy	30,744 +5,924	+24%	+$139K	0.38%	56
2024 Q2	$566K	Buy	+24,820	New	+$563K	0.31%	71

Other funds holding SCHZ

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 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 Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Heritage Family Offices's SCHZ Position: Q2 2026 in Review

Heritage Family Offices increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 53% in Q2 2026, buying an estimated $2.51M and bringing the position to 314,239 shares worth $7.27M. The position accounts for 2.81% of the portfolio, ranked #6.

Heritage Family Offices first reported a position in SCHZ in Q2 2024 and has held it in 9 quarters since. 667 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

Heritage Family Offices held 314,239 shares of Schwab US Aggregate Bond ETF worth $7.27M as of Q2 2026.
Heritage Family Offices bought 108,590 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $2.51M.
Schwab US Aggregate Bond ETF made up 2.81% of Heritage Family Offices's portfolio in Q2 2026, its #6 holding.
Heritage Family Offices first reported a position in Schwab US Aggregate Bond ETF in Q2 2024 and has held it in 9 quarters since.
667 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.