LWM
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LongView Wealth Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

LongView Wealth 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 		– Sell
-19,753
Closed -$461K – 249
2026
Q1 		$461K Buy
+19,753
New +$462K 0.12% 144

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CST
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HighTower Advisors
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KBFS
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RA
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LongView Wealth Management's SCHZ Position: Q2 2026 in Review

LongView Wealth Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2026, closing a stake of 19,753 shares — an estimated $461K sold.

LongView Wealth Management first reported a position in SCHZ in Q1 2026 and held it in 1 quarter. The position peaked at $461K in Q1 2026. 667 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • LongView Wealth Management reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • LongView Wealth Management sold 19,753 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $461K.
  • LongView Wealth Management first reported a position in Schwab US Aggregate Bond ETF in Q1 2026 and held it in 1 quarter.
  • LongView Wealth Management's Schwab US Aggregate Bond ETF position peaked at $461K in Q1 2026.
  • 667 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.