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J.W. Cole Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

J.W. Cole 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 		$204K Buy
+8,813
New +$204K ﹤0.01% 1498
2025
Q4 		– Sell
-10,644
Closed -$250K – 1574
2025
Q3 		$250K Buy
+10,644
New +$247K ﹤0.01% 1323

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APP
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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
RA
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FLA
Financial Life Advisors San Antonio, Texas $352M AUM 15.76% 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

J.W. Cole Advisors's SCHZ Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Schwab US Aggregate Bond ETF (SCHZ) in Q2 2026: 8,813 shares worth $204K. The stake represents ﹤0.01% of the portfolio and ranks #1498 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in SCHZ as recently as Q3 2025.

J.W. Cole Advisors first reported a position in SCHZ in Q3 2025 and has held it in 2 quarters since. The position peaked at $250K in Q3 2025. 353 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • J.W. Cole Advisors held 8,813 shares of Schwab US Aggregate Bond ETF worth $204K as of Q2 2026.
  • Schwab US Aggregate Bond ETF was a new J.W. Cole Advisors position in Q2 2026.
  • Schwab US Aggregate Bond ETF made up ﹤0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1498 holding.
  • J.W. Cole Advisors first reported a position in Schwab US Aggregate Bond ETF in Q3 2025 and has held it in 2 quarters since.
  • J.W. Cole Advisors's Schwab US Aggregate Bond ETF position peaked at $250K in Q3 2025.
  • 353 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.