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

LexAurum 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 		$1.35M Buy
58,542
+1,316
+2% +$30.5K 0.16% 116
2026
Q1 		$1.33M Buy
+57,226
New +$1.34M 0.17% 109
2025
Q3 		$1.38M Sell
58,727
-29,755
-34% -$691K 0.2% 97
2025
Q2 		$2.06M Buy
88,482
+9,844
+13% +$226K 0.32% 60
2025
Q1 		$1.82M Buy
78,638
+18,955
+32% +$434K 0.35% 54
2024
Q4 		$1.35M Buy
59,683
+903
+2% +$20.9K 0.27% 75
2024
Q3 		$1.4M Buy
58,780
+178
+0.3% +$4.17K 0.31% 69
2024
Q2 		$1.34M Buy
58,602
+1,358
+2% +$30.8K 0.33% 67
2024
Q1 		$1.32M Sell
57,244
-2,398
-4% -$55.1K 0.33% 62
2023
Q4 		$1.39M Sell
59,642
-3,382
-5% -$75.7K 0.36% 56
2023
Q3 		$1.39M Sell
63,024
-2,190
-3% -$49.6K 0.41% 51
2023
Q2 		$1.51M Buy
65,214
+1,464
+2% +$34.1K 0.45% 45
2023
Q1 		$1.5M Buy
63,750
+17,848
+39% +$415K 0.5% 42
2022
Q4 		$1.05M Buy
45,902
+2,850
+7% +$64.9K 0.38% 56
2022
Q3 		$975K Buy
43,052
+130
+0.3% +$3.1K 0.38% 57
2022
Q2 		$1.03M Buy
42,922
+228
+0.5% +$5.52K 0.38% 53
2022
Q1 		$1.08M Buy
+42,694
New +$1.11M 0.35% 60

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 $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

LexAurum Advisors's SCHZ Position: Q2 2026 in Review

LexAurum Advisors increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 2.3% in Q2 2026, buying an estimated $30.5K and bringing the position to 58,542 shares worth $1.35M. The position accounts for 0.16% of the portfolio, ranked #116.

LexAurum Advisors first reported a position in SCHZ in Q1 2022 and has held it in 17 quarters since. The position peaked at $2.06M in Q2 2025. 668 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • LexAurum Advisors held 58,542 shares of Schwab US Aggregate Bond ETF worth $1.35M as of Q2 2026.
  • LexAurum Advisors bought 1,316 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $30.5K.
  • Schwab US Aggregate Bond ETF made up 0.16% of LexAurum Advisors's portfolio in Q2 2026, its #116 holding.
  • LexAurum Advisors first reported a position in Schwab US Aggregate Bond ETF in Q1 2022 and has held it in 17 quarters since.
  • LexAurum Advisors's Schwab US Aggregate Bond ETF position peaked at $2.06M in Q2 2025.
  • 668 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on LexAurum Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.