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International Assets Investment Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

International Assets Investment 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 		$6.64K Sell
288
-5,525
-95% -$128K ﹤0.01% 1902
2026
Q1 		$135K Hold
5,813
– – 0.01% 930
2025
Q4 		$136K Buy
+5,813
New +$136K 0.01% 929
2024
Q3 		– Sell
-200
Closed -$4.56K – 2507
2024
Q2 		$4.56K Buy
+200
New +$4.53K ﹤0.01% 1867

Other funds holding SCHZ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 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
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
PWMG
Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

International Assets Investment Management's SCHZ Position: Q2 2026 in Review

International Assets Investment Management reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 95% in Q2 2026, selling an estimated $128K and leaving 288 shares worth $6.64K. The position accounts for ﹤0.01% of the portfolio, ranked #1902.

International Assets Investment Management first reported a position in SCHZ in Q2 2024 and has held it in 4 quarters since. The position peaked at $136K in Q4 2025. 558 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • International Assets Investment Management held 288 shares of Schwab US Aggregate Bond ETF worth $6.64K as of Q2 2026.
  • International Assets Investment Management sold 5,525 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $128K.
  • Schwab US Aggregate Bond ETF made up ﹤0.01% of International Assets Investment Management's portfolio in Q2 2026, its #1902 holding.
  • International Assets Investment Management first reported a position in Schwab US Aggregate Bond ETF in Q2 2024 and has held it in 4 quarters since.
  • International Assets Investment Management's Schwab US Aggregate Bond ETF position peaked at $136K in Q4 2025.
  • 558 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.