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Legacy Wealth Management (Tennessee)’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Legacy Wealth Management (Tennessee)’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 		$1.07M Buy
46,343
+5,575
+14% +$129K 0.06% 19
2026
Q1 		$947K Buy
40,768
+10,693
+36% +$250K 0.06% 19
2025
Q4 		$703K Sell
30,075
-1,503
-5% -$35.3K 0.04% 21
2025
Q3 		$741K Buy
31,578
+1,732
+6% +$40.2K 0.04% 20
2025
Q2 		$694K Sell
29,846
-9,501
-24% -$218K 0.04% 21
2025
Q1 		$911K Buy
39,347
+15,455
+65% +$354K 0.06% 18
2024
Q4 		$542K Buy
23,892
+2,364
+11% +$54.6K 0.03% 25
2024
Q3 		$512K Sell
21,528
-3,758
-15% -$88K 0.03% 26
2024
Q2 		$576K Buy
25,286
+1,706
+7% +$38.7K 0.04% 19
2024
Q1 		$542K Sell
23,580
-2,298
-9% -$52.8K 0.04% 19
2023
Q4 		$603K Buy
25,878
+11,402
+79% +$255K 0.05% 18
2023
Q3 		$320K Buy
14,476
+1,644
+13% +$37.3K 0.03% 18
2023
Q2 		$296K Sell
12,832
-216
-2% -$5.03K 0.03% 18
2023
Q1 		$306K Sell
13,048
-6,322
-33% -$147K 0.03% 17
2022
Q4 		$442K Buy
19,370
+5,224
+37% +$119K 0.04% 16
2022
Q3 		$320K Sell
14,146
-134,316
-90% -$3.2M 0.03% 18
2022
Q2 		$3.55M Sell
148,462
-1,010,644
-87% -$24.5M 0.43% 15
2022
Q1 		$29.3M Buy
1,159,106
+1,150,174
+12,877% +$29.9M 3.5% 7
2021
Q4 		$241K Sell
8,932
-1,726
-16% -$46.7K 0.03% 18
2021
Q3 		$289K Buy
10,658
+2,886
+37% +$79.1K 0.04% 16
2021
Q2 		$212K Buy
+7,772
New +$211K 0.03% 16
2017
Q1 		– Sell
-4,948
Closed -$127K – 61
2016
Q4 		$127K Buy
+4,948
New +$129K 0.03% 14

Other funds holding SCHZ

CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 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
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
HGWM
Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return
ZRP
Zynergy Retirement Planning Red Bank, New Jersey $184M AUM 16.04% 1-Year Est. Return
TCM
TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return

Legacy Wealth Management (Tennessee)'s SCHZ Position: Q2 2026 in Review

Legacy Wealth Management (Tennessee) increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 14% in Q2 2026, buying an estimated $129K and bringing the position to 46,343 shares worth $1.07M. The position accounts for 0.06% of the portfolio, ranked #19.

Legacy Wealth Management (Tennessee) first reported a position in SCHZ in Q4 2016 and has held it in 22 quarters since. The position peaked at $29.3M in Q1 2022. 254 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Legacy Wealth Management (Tennessee) held 46,343 shares of Schwab US Aggregate Bond ETF worth $1.07M as of Q2 2026.
  • Legacy Wealth Management (Tennessee) bought 5,575 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $129K.
  • Schwab US Aggregate Bond ETF made up 0.06% of Legacy Wealth Management (Tennessee)'s portfolio in Q2 2026, its #19 holding.
  • Legacy Wealth Management (Tennessee) first reported a position in Schwab US Aggregate Bond ETF in Q4 2016 and has held it in 22 quarters since.
  • Legacy Wealth Management (Tennessee)'s Schwab US Aggregate Bond ETF position peaked at $29.3M in Q1 2022.
  • 254 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Legacy Wealth Management (Tennessee)'s 13F filing for Q2 2026, filed 9 Jul 2026.