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

Lifelong Wealth 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 		$4.57M Buy
197,429
+12,177
+7% +$282K 1.07% 18
2026
Q1 		$4.3M Buy
185,252
+5,855
+3% +$137K 1.14% 17
2025
Q4 		$4.19M Buy
179,397
+19,019
+12% +$447K 1.11% 17
2025
Q3 		$3.76M Buy
160,378
+9,123
+6% +$212K 1.12% 17
2025
Q2 		$3.52M Sell
151,255
-1,009
-0.7% -$23.2K 1.17% 17
2025
Q1 		$3.53M Buy
152,264
+4,980
+3% +$114K 1.65% 12
2024
Q4 		$3.34M Buy
+147,284
New +$3.4M 1.5% 12

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

Lifelong Wealth Advisors's SCHZ Position: Q2 2026 in Review

Lifelong Wealth Advisors increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 6.6% in Q2 2026, buying an estimated $282K and bringing the position to 197,429 shares worth $4.57M. The position accounts for 1.07% of the portfolio, ranked #18.

Lifelong Wealth Advisors first reported a position in SCHZ in Q4 2024 and has held it in 7 quarters since. 667 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Lifelong Wealth Advisors held 197,429 shares of Schwab US Aggregate Bond ETF worth $4.57M as of Q2 2026.
  • Lifelong Wealth Advisors bought 12,177 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $282K.
  • Schwab US Aggregate Bond ETF made up 1.07% of Lifelong Wealth Advisors's portfolio in Q2 2026, its #18 holding.
  • Lifelong Wealth Advisors first reported a position in Schwab US Aggregate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 667 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Lifelong Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.