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

Kingswood 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 		$994K Buy
42,977
+18,507
+76% +$428K 0.04% 411
2026
Q1 		$568K Sell
24,470
-7,455
-23% -$174K 0.03% 516
2025
Q4 		$746K Sell
31,925
-4
-0% -$94 0.04% 414
2025
Q3 		$749K Buy
31,929
+10,043
+46% +$233K 0.05% 362
2025
Q2 		$509K Buy
21,886
+5,568
+34% +$128K 0.04% 407
2025
Q1 		$378K Buy
16,318
+122
+0.8% +$2.79K 0.03% 471
2024
Q4 		$368K Buy
16,196
+6,162
+61% +$142K 0.03% 538
2024
Q3 		$238K Buy
+10,034
New +$235K 0.02% 630

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

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

Kingswood Wealth Advisors increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 76% in Q2 2026, buying an estimated $428K and bringing the position to 42,977 shares worth $994K. The position accounts for 0.04% of the portfolio, ranked #411.

Kingswood Wealth Advisors first reported a position in SCHZ in Q3 2024 and has held it in 8 quarters since. 668 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Kingswood Wealth Advisors held 42,977 shares of Schwab US Aggregate Bond ETF worth $994K as of Q2 2026.
  • Kingswood Wealth Advisors bought 18,507 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $428K.
  • Schwab US Aggregate Bond ETF made up 0.04% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #411 holding.
  • Kingswood Wealth Advisors first reported a position in Schwab US Aggregate Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • 668 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.