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Juncture Wealth Strategies’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Juncture Wealth Strategies’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
Q3 		$837K Buy
37,871
+2,076
+6% +$47.1K 0.21% 77
2026
Q2 		$828K Buy
35,795
+2,266
+7% +$52.4K 0.22% 73
2026
Q1 		$779K Sell
33,529
-166
-0.5% -$3.88K 0.26% 61
2025
Q4 		$787K Buy
33,695
+2,739
+9% +$64.3K 0.26% 56
2025
Q3 		$727K Sell
30,956
-120
-0.4% -$2.79K 0.24% 57
2025
Q2 		$722K Sell
31,076
-1,406
-4% -$32.3K 0.26% 54
2025
Q1 		$752K Sell
32,482
-2,860
-8% -$65.5K 0.29% 60
2024
Q4 		$802K Sell
35,342
-738
-2% -$17.1K 0.3% 52
2024
Q3 		$857K Sell
36,080
-1,574
-4% -$36.9K 0.33% 45
2024
Q2 		$858K Buy
37,654
+434
+1% +$9.84K 0.36% 45
2024
Q1 		$856K Buy
37,220
+1,798
+5% +$41.3K 0.37% 45
2023
Q4 		$826K Sell
35,422
-5,766
-14% -$129K 0.37% 49
2023
Q3 		$911K Sell
41,188
-340
-0.8% -$7.71K 0.45% 48
2023
Q2 		$958K Sell
41,528
-1,306
-3% -$30.4K 0.45% 39
2023
Q1 		$1M Buy
42,834
+608
+1% +$14.1K 0.5% 38
2022
Q4 		$964K Buy
42,226
+6,404
+18% +$146K 0.46% 40
2022
Q3 		$812K Buy
35,822
+18,266
+104% +$435K 0.4% 47
2022
Q2 		$420K Sell
17,556
-8,650
-33% -$209K 0.21% 75
2022
Q1 		$663K Buy
26,206
+11,858
+83% +$308K 0.32% 62
2021
Q4 		$387K Buy
+14,348
New +$388K 0.18% 95
2021
Q2 		– Sell
-7,522
Closed -$203K – 120
2021
Q1 		$203K Sell
7,522
-250
-3% -$6.86K 0.13% 100
2020
Q4 		$218K Buy
+7,772
New +$217K 0.14% 102

Other funds holding SCHZ

PWMG
Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return
ZRP
Zynergy Retirement Planning Red Bank, New Jersey $187M AUM 7.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
CFG
Cassilly Financial Group Severna Park, Maryland $149M AUM 10.73% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
FD
Financial Designs Claremont, California $194M AUM 10.52% 1-Year Est. Return
DCM
Dorato Capital Management Denver, Colorado $150M AUM 18.53% 1-Year Est. Return

Juncture Wealth Strategies's SCHZ Position: Q3 2026 in Review

Juncture Wealth Strategies increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 5.8% in Q3 2026, buying an estimated $47.1K and bringing the position to 37,871 shares worth $837K. The position accounts for 0.21% of the portfolio, ranked #77.

Juncture Wealth Strategies first reported a position in SCHZ in Q4 2020 and has held it in 22 quarters since. The position peaked at $1M in Q1 2023. 47 funds tracked by Wall St. Rank hold SCHZ as of Q3 2026.

  • Juncture Wealth Strategies held 37,871 shares of Schwab US Aggregate Bond ETF worth $837K as of Q3 2026.
  • Juncture Wealth Strategies bought 2,076 Schwab US Aggregate Bond ETF shares in Q3 2026, an estimated $47.1K.
  • Schwab US Aggregate Bond ETF made up 0.21% of Juncture Wealth Strategies's portfolio in Q3 2026, its #77 holding.
  • Juncture Wealth Strategies first reported a position in Schwab US Aggregate Bond ETF in Q4 2020 and has held it in 22 quarters since.
  • Juncture Wealth Strategies's Schwab US Aggregate Bond ETF position peaked at $1M in Q1 2023.
  • 47 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2026.

Based on Juncture Wealth Strategies's 13F filing for Q3 2026, filed 6 Oct 2026.