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

Latitude 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 		$1.4M Buy
60,496
+6,718
+12% +$155K 0.56% 44
2026
Q1 		$1.25M Buy
53,778
+4,994
+10% +$117K 0.57% 45
2025
Q4 		$1.14M Buy
48,784
+10,916
+29% +$256K 0.5% 47
2025
Q3 		$889K Buy
37,868
+2,868
+8% +$66.6K 0.41% 63
2025
Q2 		$813K Sell
35,000
-3,579
-9% -$82.1K 0.41% 57
2025
Q1 		$893K Buy
38,579
+2,684
+7% +$61.5K 0.52% 46
2024
Q4 		$815K Buy
35,895
+2,491
+7% +$57.5K 0.46% 51
2024
Q3 		$794K Buy
33,404
+5,502
+20% +$129K 0.45% 58
2024
Q2 		$636K Buy
27,902
+8,942
+47% +$203K 0.39% 60
2024
Q1 		$436K Buy
18,960
+6,754
+55% +$155K 0.27% 85
2023
Q4 		$285K Sell
12,206
-3,022
-20% -$67.6K 0.2% 123
2023
Q3 		$337K Buy
15,228
+3,884
+34% +$88K 0.24% 101
2023
Q2 		$262K Buy
11,344
+1,242
+12% +$28.9K 0.18% 126
2023
Q1 		$237K Buy
+10,102
New +$235K 0.17% 137

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 $104B AUM 28.3% 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

Latitude Advisors's SCHZ Position: Q2 2026 in Review

Latitude Advisors increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 12% in Q2 2026, buying an estimated $155K and bringing the position to 60,496 shares worth $1.4M. The position accounts for 0.56% of the portfolio, ranked #44.

Latitude Advisors first reported a position in SCHZ in Q1 2023 and has held it in 14 quarters since. 673 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Latitude Advisors held 60,496 shares of Schwab US Aggregate Bond ETF worth $1.4M as of Q2 2026.
  • Latitude Advisors bought 6,718 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $155K.
  • Schwab US Aggregate Bond ETF made up 0.56% of Latitude Advisors's portfolio in Q2 2026, its #44 holding.
  • Latitude Advisors first reported a position in Schwab US Aggregate Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • 673 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Latitude Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.