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Leo H. Evart Inc’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Leo H. Evart Inc’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 		$1.22M Sell
52,899
-382
-0.7% -$8.84K 0.97% 25
2026
Q1 		$1.24M Buy
+53,281
New +$1.25M 1.06% 22
2023
Q3 		$626K Buy
28,322
+76
+0.3% +$1.72K 0.96% 20
2023
Q2 		$652K Buy
28,246
+452
+2% +$10.5K 0.9% 20
2023
Q1 		$652K Buy
27,794
+1,262
+5% +$29.4K 0.95% 20
2022
Q4 		$606K Buy
26,532
+10,164
+62% +$231K 0.92% 18
2022
Q3 		$371K Sell
16,368
-3,512
-18% -$83.6K 0.56% 25
2022
Q2 		$476K Buy
19,880
+116
+0.6% +$2.81K 0.58% 23
2022
Q1 		$500K Buy
19,764
+3,678
+23% +$95.5K 0.52% 25
2021
Q4 		$434K Buy
+16,086
New +$435K 0.42% 27

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

Leo H. Evart Inc's SCHZ Position: Q2 2026 in Review

Leo H. Evart Inc reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 0.72% in Q2 2026, selling an estimated $8.84K and leaving 52,899 shares worth $1.22M. The position accounts for 0.97% of the portfolio, ranked #25.

Leo H. Evart Inc first reported a position in SCHZ in Q4 2021 and has held it in 10 quarters since. The position peaked at $1.24M in Q1 2026. 673 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Leo H. Evart Inc held 52,899 shares of Schwab US Aggregate Bond ETF worth $1.22M as of Q2 2026.
  • Leo H. Evart Inc sold 382 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $8.84K.
  • Schwab US Aggregate Bond ETF made up 0.97% of Leo H. Evart Inc's portfolio in Q2 2026, its #25 holding.
  • Leo H. Evart Inc first reported a position in Schwab US Aggregate Bond ETF in Q4 2021 and has held it in 10 quarters since.
  • Leo H. Evart Inc's Schwab US Aggregate Bond ETF position peaked at $1.24M in Q1 2026.
  • 673 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Leo H. Evart Inc's 13F filing for Q2 2026, filed 18 Aug 2026.