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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
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

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 $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

Juncture Wealth Strategies's SCHZ Position: Q2 2026 in Review

Juncture Wealth Strategies increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 6.8% in Q2 2026, buying an estimated $52.4K and bringing the position to 35,795 shares worth $828K. The position accounts for 0.22% of the portfolio, ranked #73.

Juncture Wealth Strategies first reported a position in SCHZ in Q4 2020 and has held it in 21 quarters since. The position peaked at $1M in Q1 2023. 668 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Juncture Wealth Strategies held 35,795 shares of Schwab US Aggregate Bond ETF worth $828K as of Q2 2026.
  • Juncture Wealth Strategies bought 2,266 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $52.4K.
  • Schwab US Aggregate Bond ETF made up 0.22% of Juncture Wealth Strategies's portfolio in Q2 2026, its #73 holding.
  • Juncture Wealth Strategies first reported a position in Schwab US Aggregate Bond ETF in Q4 2020 and has held it in 21 quarters since.
  • Juncture Wealth Strategies's Schwab US Aggregate Bond ETF position peaked at $1M in Q1 2023.
  • 668 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Juncture Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.