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

JFS 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 Q2	$797K	Sell	34,453 -268	-0.8%	-$6.2K	0.04%	195
2026 Q1	$806K	Buy	34,721 +1,933	+6%	+$45.2K	0.05%	182
2025 Q4	$766K	Sell	32,788 -1,097	-3%	-$25.8K	0.04%	181
2025 Q3	$795K	Buy	33,885 +1,344	+4%	+$31.2K	0.05%	176
2025 Q2	$756K	Buy	32,541 +269	+0.8%	+$6.17K	0.05%	175
2025 Q1	$747K	Buy	32,272 +962	+3%	+$22K	0.05%	166
2024 Q4	$711K	Sell	31,310 -7,012	-18%	-$162K	0.05%	165
2024 Q3	$911K	Sell	38,322 -2,472	-6%	-$57.9K	0.06%	153
2024 Q2	$930K	Buy	40,794 +6,412	+19%	+$145K	0.07%	114
2024 Q1	$791K	Buy	34,382 +3,248	+10%	+$74.7K	0.06%	129
2023 Q4	$726K	Sell	31,134 -9,722	-24%	-$217K	0.06%	124
2023 Q3	$904K	Sell	40,856 -3,746	-8%	-$84.9K	0.09%	115
2023 Q2	$1.03M	Buy	44,602 +760	+2%	+$17.7K	0.09%	112
2023 Q1	$1.03M	Sell	43,842 -2,114	-5%	-$49.2K	0.1%	111
2022 Q4	$1.05M	Buy	45,956 +1,948	+4%	+$44.3K	0.1%	108
2022 Q3	$997K	Sell	44,008 -3,394	-7%	-$80.8K	0.11%	104
2022 Q2	$1.14M	Sell	47,402 -2,316	-5%	-$56.1K	0.12%	98
2022 Q1	$1.26M	Sell	49,718 -1,352	-3%	-$35.1K	0.12%	103
2021 Q4	$1.38M	Sell	51,070 -4,266	-8%	-$115K	0.13%	102
2021 Q3	$1.5M	Sell	55,336 -19,298	-26%	-$529K	0.15%	96
2021 Q2	$2.04M	Buy	74,634 +3,878	+5%	+$105K	0.3%	54
2021 Q1	$1.91M	Sell	70,756 -8,184	-10%	-$225K	0.39%	53
2020 Q4	$2.21M	Sell	78,940 -13,254	-14%	-$371K	0.46%	49
2020 Q3	$2.58M	Sell	92,194 -3,194	-3%	-$90.1K	0.61%	39
2020 Q2	$2.68M	Sell	95,388 -1,126	-1%	-$31.3K	0.7%	34
2020 Q1	$2.62M	Sell	96,514 -12,342	-11%	-$333K	0.79%	30
2019 Q4	$2.91M	Buy	108,856 +50,594	+87%	+$1.36M	0.72%	32
2019 Q3	$1.57M	Buy	58,262 +606	+1%	+$16.2K	0.4%	54
2019 Q2	$1.53M	Sell	57,656 -516	-0.9%	-$13.4K	0.39%	54
2019 Q1	$1.51M	Sell	58,172 -142,908	-71%	-$3.65M	0.39%	53
2018 Q4	$5.09M	Buy	201,080 +169,142	+530%	+$4.22M	1.36%	20
2018 Q3	$802K	Buy	31,938 +7,970	+33%	+$201K	0.21%	71
2018 Q2	$607K	Buy	23,968 +4,886	+26%	+$123K	0.16%	83
2018 Q1	$487K	Buy	19,082 +7,806	+69%	+$200K	0.13%	88
2017 Q4	$293K	Buy	11,276 +5,312	+89%	+$139K	0.07%	115
2017 Q3	$156K	Buy	5,964 +4,332	+265%	+$114K	0.04%	153
2017 Q2	$43K	Sell	1,632 -166,598	-99%	-$4.35M	0.01%	231
2017 Q1	$4.33M	Hold	168,230	–	–	1.17%	27
2016 Q4	$4.33M	Buy	168,230 +166,686	+10,796%	+$4.36M	1.17%	27
2016 Q3	$41K	Buy	1,544 +8	+0.5%	+$215	0.01%	259
2016 Q2	$41K	Buy	1,536 +6	+0.4%	+$159	0.01%	275
2016 Q1	$40K	Buy	1,530 +8	+0.5%	+$209	0.01%	257
2015 Q4	$39K	Buy	1,522 +6	+0.4%	+$155	0.01%	267
2015 Q3	$40K	Sell	1,516 -72	-5%	-$1.87K	0.02%	227
2015 Q2	$41K	Buy	1,588 +8	+0.5%	+$209	0.02%	203
2015 Q1	$42K	Buy	1,580 +6	+0.4%	+$158	0.02%	197
2014 Q4	$41K	Sell	1,574 -382	-20%	-$9.97K	0.01%	206
2014 Q3	$51K	Buy	1,956 +8	+0.4%	+$207	0.01%	178
2014 Q2	$51K	Buy	+1,948	New	+$50.2K	0.01%	181

Other funds holding SCHZ

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

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

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 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

JFS Wealth Advisors's SCHZ Position: Q2 2026 in Review

JFS Wealth Advisors reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 0.77% in Q2 2026, selling an estimated $6.2K and leaving 34,453 shares worth $797K. The position accounts for 0.04% of the portfolio, ranked #195.

JFS Wealth Advisors first reported a position in SCHZ in Q2 2014 and has held it in 49 quarters since. The position peaked at $5.09M in Q4 2018. 322 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

JFS Wealth Advisors held 34,453 shares of Schwab US Aggregate Bond ETF worth $797K as of Q2 2026.
JFS Wealth Advisors sold 268 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $6.2K.
Schwab US Aggregate Bond ETF made up 0.04% of JFS Wealth Advisors's portfolio in Q2 2026, its #195 holding.
JFS Wealth Advisors first reported a position in Schwab US Aggregate Bond ETF in Q2 2014 and has held it in 49 quarters since.
JFS Wealth Advisors's Schwab US Aggregate Bond ETF position peaked at $5.09M in Q4 2018.
322 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.