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Kingsview Wealth Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Kingsview Wealth 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 		$383K Buy
16,541
+1,048
+7% +$24.3K ﹤0.01% 1084
2026
Q1 		$360K Buy
15,493
+1,326
+9% +$31K ﹤0.01% 1005
2025
Q4 		$331K Sell
14,167
-708
-5% -$16.6K ﹤0.01% 988
2025
Q3 		$349K Sell
14,875
-3,504
-19% -$81.4K 0.01% 910
2025
Q2 		$427K Buy
18,379
+286
+2% +$6.56K 0.01% 825
2025
Q1 		$419K Sell
18,093
-11,290
-38% -$259K 0.01% 780
2024
Q4 		$667K Sell
29,383
-5,367
-15% -$124K 0.01% 660
2024
Q3 		$826K Buy
34,750
+170
+0.5% +$3.98K 0.02% 580
2024
Q2 		$788K Sell
34,580
-3,274
-9% -$74.2K 0.02% 572
2024
Q1 		$871K Sell
37,854
-86
-0.2% -$1.98K 0.02% 533
2023
Q4 		$884K Hold
37,940
– – 0.03% 500
2023
Q3 		$839K Sell
37,940
-2,772
-7% -$62.8K 0.03% 481
2023
Q2 		$940K Sell
40,712
-782
-2% -$18.2K 0.04% 427
2023
Q1 		$973K Sell
41,494
-4,794
-10% -$112K 0.04% 410
2022
Q4 		$1.06M Sell
46,288
-90
-0.2% -$2.05K 0.05% 335
2022
Q3 		$1.05M Sell
46,378
-658
-1% -$15.7K 0.05% 319
2022
Q2 		$1.13M Sell
47,036
-3,298
-7% -$79.8K 0.05% 332
2022
Q1 		$1.27M Buy
50,334
+1,304
+3% +$33.9K 0.06% 324
2021
Q4 		$1.32M Sell
49,030
-15,608
-24% -$422K 0.06% 318
2021
Q3 		$1.75M Sell
64,638
-18,294
-22% -$502K 0.08% 252
2021
Q2 		$2.26M Sell
82,932
-9,614
-10% -$261K 0.11% 200
2021
Q1 		$2.5M Sell
92,546
-1,742
-2% -$47.8K 0.14% 157
2020
Q4 		$2.64M Sell
94,288
-2,360
-2% -$66K 0.19% 123
2020
Q3 		$2.71M Sell
96,648
-474
-0.5% -$13.4K 0.24% 101
2020
Q2 		$2.73M Sell
97,122
-920
-0.9% -$25.6K 0.27% 92
2020
Q1 		$2.66M Buy
98,042
+980
+1% +$26.5K 0.36% 80
2019
Q4 		$2.59M Buy
97,062
+2,626
+3% +$70.4K 0.33% 86
2019
Q3 		$2.54M Buy
94,436
+4,540
+5% +$121K 0.4% 70
2019
Q2 		$2.38M Buy
89,896
+948
+1% +$24.7K 0.4% 68
2019
Q1 		$2.31M Sell
88,948
-1,094
-1% -$27.9K 0.35% 76
2018
Q4 		$2.28M Sell
90,042
-3,506
-4% -$87.5K 0.5% 59
2018
Q3 		$2.35M Buy
93,548
+3,222
+4% +$81.4K 0.48% 61
2018
Q2 		$2.29M Buy
90,326
+1,248
+1% +$31.5K 0.55% 56
2018
Q1 		$2.27M Buy
89,078
+1,370
+2% +$35K 0.56% 52
2017
Q4 		$2.28M Buy
87,708
+31,936
+57% +$833K 0.81% 28
2017
Q3 		$1.46M Buy
55,772
+14,500
+35% +$380K 0.64% 41
2017
Q2 		$1.08M Sell
41,272
-13,228
-24% -$345K 0.55% 54
2017
Q1 		$1.41M Buy
+54,500
New +$1.41M 0.84% 25

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

Kingsview Wealth Management's SCHZ Position: Q2 2026 in Review

Kingsview Wealth Management increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 6.8% in Q2 2026, buying an estimated $24.3K and bringing the position to 16,541 shares worth $383K. The position accounts for ﹤0.01% of the portfolio, ranked #1084.

Kingsview Wealth Management first reported a position in SCHZ in Q1 2017 and has held it in 38 quarters since. The position peaked at $2.73M in Q2 2020. 668 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Kingsview Wealth Management held 16,541 shares of Schwab US Aggregate Bond ETF worth $383K as of Q2 2026.
  • Kingsview Wealth Management bought 1,048 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $24.3K.
  • Schwab US Aggregate Bond ETF made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #1084 holding.
  • Kingsview Wealth Management first reported a position in Schwab US Aggregate Bond ETF in Q1 2017 and has held it in 38 quarters since.
  • Kingsview Wealth Management's Schwab US Aggregate Bond ETF position peaked at $2.73M in Q2 2020.
  • 668 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.