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

Heritage 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
Q1 		$17K Buy
734
+13
+2% +$304 ﹤0.01% 458
2025
Q4 		$16.9K Buy
721
+1
+0.1% +$23 ﹤0.01% 424
2025
Q3 		$16.9K Buy
720
+2
+0.3% +$46 ﹤0.01% 392
2025
Q2 		$16.7K Buy
718
+1
+0.1% +$23 ﹤0.01% 385
2025
Q1 		$16.6K Buy
717
+13
+2% +$298 ﹤0.01% 386
2024
Q4 		$16K Buy
704
+40
+6% +$924 ﹤0.01% 404
2024
Q3 		$15.8K Buy
664
+2
+0.3% +$47 ﹤0.01% 414
2024
Q2 		$15.1K Hold
662
– – ﹤0.01% 400
2024
Q1 		$15.2K Hold
662
– – ﹤0.01% 415
2023
Q4 		$15.4K Buy
662
+12
+2% +$268 ﹤0.01% 429
2023
Q3 		$14.4K Hold
650
– – ﹤0.01% 403
2023
Q2 		$15K Buy
650
+2
+0.3% +$47 ﹤0.01% 414
2023
Q1 		$15.2K Hold
648
– – ﹤0.01% 418
2022
Q4 		$14.8K Hold
648
– – ﹤0.01% 428
2022
Q3 		$14.7K Hold
648
– – ﹤0.01% 401
2022
Q2 		$16K Sell
648
-2,774
-81% -$67.1K ﹤0.01% 439
2022
Q1 		$87K Sell
3,422
-460
-12% -$11.9K ﹤0.01% 266
2021
Q4 		$105K Buy
3,882
+980
+34% +$26.5K 0.01% 261
2021
Q3 		$78.7K Hold
2,902
– – ﹤0.01% 276
2021
Q2 		$79.2K Hold
2,902
– – ﹤0.01% 280
2021
Q1 		$78.3K Sell
2,902
-1,194
-29% -$32.8K ﹤0.01% 284
2020
Q4 		$115K Buy
4,096
+182
+5% +$5.09K 0.01% 244
2020
Q3 		$110K Sell
3,914
-200
-5% -$5.64K 0.01% 198
2020
Q2 		$116K Sell
4,114
-150
-4% -$4.17K 0.02% 190
2020
Q1 		$116K Sell
4,264
-60
-1% -$1.62K 0.02% 179
2019
Q4 		$116K Hold
4,324
– – 0.02% 219
2019
Q3 		$116K Sell
4,324
-2,410
-36% -$64.5K 0.02% 196
2019
Q2 		$178K Sell
6,734
-132
-2% -$3.43K 0.03% 152
2019
Q1 		$178K Buy
6,866
+4,406
+179% +$112K 0.03% 137
2018
Q4 		$62K Hold
2,460
– – 0.01% 183
2018
Q3 		$61K Buy
+2,460
New +$62.1K 0.01% 182

Other funds holding SCHZ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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 $374B AUM 17.66% 1-Year Est. Return

Heritage Wealth Advisors's SCHZ Position: Q1 2026 in Review

Heritage Wealth Advisors increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 1.8% in Q1 2026, buying an estimated $304 and bringing the position to 734 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #458.

Heritage Wealth Advisors first reported a position in SCHZ in Q3 2018 and has held it in 31 quarters since. The position peaked at $178K in Q2 2019. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • Heritage Wealth Advisors held 734 shares of Schwab US Aggregate Bond ETF worth $17K as of Q1 2026.
  • Heritage Wealth Advisors bought 13 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $304.
  • Schwab US Aggregate Bond ETF made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #458 holding.
  • Heritage Wealth Advisors first reported a position in Schwab US Aggregate Bond ETF in Q3 2018 and has held it in 31 quarters since.
  • Heritage Wealth Advisors's Schwab US Aggregate Bond ETF position peaked at $178K in Q2 2019.
  • 662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.