Heritage Oak Wealth Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Heritage Oak Wealth Advisors’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	$399K	Hold	17,266	–	–	0.12%	65
2026 Q1	$401K	Buy	17,266 +97	+0.6%	+$2.27K	0.13%	49
2025 Q4	$401K	Buy	17,169 +391	+2%	+$9.18K	0.15%	57
2025 Q3	$394K	Buy	16,778 +310	+2%	+$7.2K	0.14%	57
2025 Q2	$383K	Sell	16,468 -402	-2%	-$9.22K	0.15%	54
2025 Q1	$391K	Sell	16,870 -394	-2%	-$9.03K	0.17%	50
2024 Q4	$392K	Buy	+17,264	New	+$399K	0.18%	48
2024 Q3	–	Sell	-16,338	Closed	-$372K	–	203
2024 Q2	$372K	Buy	+16,338	New	+$370K	0.19%	72

Other funds holding SCHZ

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

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

PWMG

Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

HGWM

Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return

ZRP

Zynergy Retirement Planning Red Bank, New Jersey $184M AUM 16.04% 1-Year Est. Return

TCM

TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return

BDFN

Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return

Heritage Oak Wealth Advisors's SCHZ Position: Q2 2026 in Review

Heritage Oak Wealth Advisors held its Schwab US Aggregate Bond ETF (SCHZ) position steady in Q2 2026 at 17,266 shares worth $399K. The position accounts for 0.12% of the portfolio, ranked #65.

Heritage Oak Wealth Advisors first reported a position in SCHZ in Q2 2024 and has held it in 8 quarters since. The position peaked at $401K in Q4 2025. 260 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

Heritage Oak Wealth Advisors held 17,266 shares of Schwab US Aggregate Bond ETF worth $399K as of Q2 2026.
Heritage Oak Wealth Advisors left its Schwab US Aggregate Bond ETF share count unchanged in Q2 2026.
Schwab US Aggregate Bond ETF made up 0.12% of Heritage Oak Wealth Advisors's portfolio in Q2 2026, its #65 holding.
Heritage Oak Wealth Advisors first reported a position in Schwab US Aggregate Bond ETF in Q2 2024 and has held it in 8 quarters since.
Heritage Oak Wealth Advisors's Schwab US Aggregate Bond ETF position peaked at $401K in Q4 2025.
260 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Heritage Oak Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.