Legacy Advisory Services’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Legacy Advisory Services’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	$532K	Buy	+24,064	New	+$547K	0.38%	47

Other funds holding SCHZ

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Zynergy Retirement Planning Red Bank, New Jersey $187M AUM 7.78% 1-Year Est. Return

Financial Life Advisors San Antonio, Texas $352M AUM 8.42% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Mokosak Advisory Group Urbandale, Iowa $454M AUM 14.41% 1-Year Est. Return

TSA Wealth Management Houston, Texas $356M AUM 14.81% 1-Year Est. Return

Asset Allocation Strategies Farmington, Michigan $668M AUM 11.11% 1-Year Est. Return

Legacy Advisory Services's SCHZ Position: Q3 2026 in Review

Legacy Advisory Services opened a new position in Schwab US Aggregate Bond ETF (SCHZ) in Q3 2026: 24,064 shares worth $532K. The stake represents 0.38% of the portfolio and ranks #47 among its holdings.

238 funds tracked by Wall St. Rank hold SCHZ as of Q3 2026.

Legacy Advisory Services held 24,064 shares of Schwab US Aggregate Bond ETF worth $532K as of Q3 2026.
Schwab US Aggregate Bond ETF was a new Legacy Advisory Services position in Q3 2026.
Schwab US Aggregate Bond ETF made up 0.38% of Legacy Advisory Services's portfolio in Q3 2026, its #47 holding.
238 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2026.

Based on Legacy Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.