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

Legacy Edge 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 		$341K Buy
14,687
+2,501
+21% +$57.9K 0.05% 151
2026
Q1 		$283K Sell
12,186
-1,967
-14% -$46K 0.03% 187
2025
Q4 		$331K Buy
+14,153
New +$332K 0.04% 171

Other funds holding SCHZ

APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 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
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
PWMG
Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Legacy Edge Advisors's SCHZ Position: Q2 2026 in Review

Legacy Edge Advisors increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 21% in Q2 2026, buying an estimated $57.9K and bringing the position to 14,687 shares worth $341K. The position accounts for 0.05% of the portfolio, ranked #151.

Legacy Edge Advisors first reported a position in SCHZ in Q4 2025 and has held it in 3 quarters since. 486 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Legacy Edge Advisors held 14,687 shares of Schwab US Aggregate Bond ETF worth $341K as of Q2 2026.
  • Legacy Edge Advisors bought 2,501 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $57.9K.
  • Schwab US Aggregate Bond ETF made up 0.05% of Legacy Edge Advisors's portfolio in Q2 2026, its #151 holding.
  • Legacy Edge Advisors first reported a position in Schwab US Aggregate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 486 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.