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Lewis Asset Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Lewis Asset Management’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 		$251K Sell
10,839
-630
-5% -$14.6K 0.09% 189
2026
Q1 		$266K Sell
11,469
-355
-3% -$8.31K 0.11% 164
2025
Q4 		$276K Sell
11,824
-828
-7% -$19.4K 0.11% 153
2025
Q3 		$297K Sell
12,652
-1,944
-13% -$45.2K 0.12% 150
2025
Q2 		$339K Hold
14,596
– – 0.16% 135
2025
Q1 		$338K Sell
14,596
-53
-0.4% -$1.21K 0.28% 94
2024
Q4 		$333K Sell
14,649
-5,015
-26% -$116K 0.25% 94
2024
Q3 		$467K Buy
19,664
+54
+0.3% +$1.26K 0.34% 72
2024
Q2 		$447K Sell
19,610
-1,596
-8% -$36.2K 0.34% 67
2024
Q1 		$488K Sell
21,206
-940
-4% -$21.6K 0.4% 62
2023
Q4 		$516K Buy
+22,146
New +$495K 0.47% 53

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
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
FLA
Financial Life Advisors San Antonio, Texas $352M AUM 15.76% 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

Lewis Asset Management's SCHZ Position: Q2 2026 in Review

Lewis Asset Management reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 5.5% in Q2 2026, selling an estimated $14.6K and leaving 10,839 shares worth $251K. The position accounts for 0.09% of the portfolio, ranked #189.

Lewis Asset Management first reported a position in SCHZ in Q4 2023 and has held it in 11 quarters since. The position peaked at $516K in Q4 2023. 352 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Lewis Asset Management held 10,839 shares of Schwab US Aggregate Bond ETF worth $251K as of Q2 2026.
  • Lewis Asset Management sold 630 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $14.6K.
  • Schwab US Aggregate Bond ETF made up 0.09% of Lewis Asset Management's portfolio in Q2 2026, its #189 holding.
  • Lewis Asset Management first reported a position in Schwab US Aggregate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Lewis Asset Management's Schwab US Aggregate Bond ETF position peaked at $516K in Q4 2023.
  • 352 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Lewis Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.