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

Independent Solutions 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 		$6.65M Buy
287,290
+7,283
+3% +$169K 0.87% 26
2026
Q1 		$6.5M Sell
280,007
-503
-0.2% -$11.8K 0.96% 25
2025
Q4 		$6.56M Buy
280,510
+1,194
+0.4% +$28K 1.2% 25
2025
Q3 		$6.56M Sell
279,316
-2,142
-0.8% -$49.8K 1.16% 24
2025
Q2 		$6.54M Sell
281,458
-2,484
-0.9% -$57K 1.28% 21
2025
Q1 		$6.58M Buy
283,942
+11,439
+4% +$262K 1.47% 18
2024
Q4 		$6.19M Sell
272,503
-35,477
-12% -$820K 1.35% 22
2024
Q3 		$7.32M Buy
307,980
+27,462
+10% +$643K 1.65% 16
2024
Q2 		$6.39M Sell
280,518
-1,036
-0.4% -$23.5K 1.46% 17
2024
Q1 		$6.48M Buy
281,554
+19,162
+7% +$441K 1.54% 16
2023
Q4 		$6.12M Buy
262,392
+4,714
+2% +$105K 1.57% 16
2023
Q3 		$5.7M Buy
257,678
+46,604
+22% +$1.06M 1.48% 17
2023
Q2 		$4.87M Buy
211,074
+13,154
+7% +$306K 1.23% 18
2023
Q1 		$4.64M Buy
197,920
+22,448
+13% +$522K 1.37% 15
2022
Q4 		$4.01M Buy
175,472
+13,324
+8% +$303K 1.22% 17
2022
Q3 		$3.67M Buy
162,148
+3,048
+2% +$72.6K 1.2% 17
2022
Q2 		$3.81M Buy
159,100
+6,854
+5% +$166K 1.19% 17
2022
Q1 		$3.85M Buy
152,246
+7,446
+5% +$193K 0.91% 24
2021
Q4 		$3.9M Buy
144,800
+1,782
+1% +$48.2K 0.92% 26
2021
Q3 		$3.88M Buy
143,018
+5,484
+4% +$150K 0.96% 23
2021
Q2 		$3.75M Buy
137,534
+13,126
+11% +$356K 0.91% 27
2021
Q1 		$3.36M Buy
124,408
+22,140
+22% +$608K 0.92% 25
2020
Q4 		$2.87M Sell
102,268
-40
-0% -$1.12K 0.89% 26
2020
Q3 		$2.87M Sell
102,308
-17,430
-15% -$492K 1.09% 22
2020
Q2 		$3.37M Buy
119,738
+7,654
+7% +$213K 1.44% 18
2020
Q1 		$3.04M Sell
112,084
-9,804
-8% -$265K 1.68% 16
2019
Q4 		$3.26M Buy
+121,888
New +$3.27M 1.44% 17

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 $104B AUM 28.3% 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 Solutions Wealth Management's SCHZ Position: Q2 2026 in Review

Independent Solutions Wealth Management increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 2.6% in Q2 2026, buying an estimated $169K and bringing the position to 287,290 shares worth $6.65M. The position accounts for 0.87% of the portfolio, ranked #26.

Independent Solutions Wealth Management first reported a position in SCHZ in Q4 2019 and has held it in 27 quarters since. The position peaked at $7.32M in Q3 2024. 672 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Independent Solutions Wealth Management held 287,290 shares of Schwab US Aggregate Bond ETF worth $6.65M as of Q2 2026.
  • Independent Solutions Wealth Management bought 7,283 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $169K.
  • Schwab US Aggregate Bond ETF made up 0.87% of Independent Solutions Wealth Management's portfolio in Q2 2026, its #26 holding.
  • Independent Solutions Wealth Management first reported a position in Schwab US Aggregate Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • Independent Solutions Wealth Management's Schwab US Aggregate Bond ETF position peaked at $7.32M in Q3 2024.
  • 672 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

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