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Independent Advisor Alliance’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Independent Advisor Alliance’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 		– Sell
-16,403
Closed -$381K – 1522
2026
Q1 		$381K Buy
+16,403
New +$384K ﹤0.01% 1225
2025
Q1 		– Sell
-24,184
Closed -$549K – 1267
2024
Q4 		$549K Buy
+24,184
New +$559K 0.01% 934
2020
Q1 		– Sell
-450,222
Closed -$12M – 783
2019
Q4 		$12M Buy
+450,222
New +$12.1M 0.52% 37

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

Independent Advisor Alliance's SCHZ Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2026, closing a stake of 16,403 shares — an estimated $381K sold.

Independent Advisor Alliance first reported a position in SCHZ in Q4 2019 and held it in 3 quarters. The position peaked at $12M in Q4 2019. 667 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Independent Advisor Alliance reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 16,403 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $381K.
  • Independent Advisor Alliance first reported a position in Schwab US Aggregate Bond ETF in Q4 2019 and held it in 3 quarters.
  • Independent Advisor Alliance's Schwab US Aggregate Bond ETF position peaked at $12M in Q4 2019.
  • 667 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.