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Lord & Richards Wealth Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Lord & Richards 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
2025
Q2 		– Sell
-524
Closed -$12.1K – 140
2025
Q1 		$12.1K Buy
+524
New +$12K 0.01% 116

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RIM
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APP
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CST
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Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TWP
Total Wealth Planning Cincinnati, Ohio $46.7M AUM 13.43% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Lord & Richards Wealth Management's SCHZ Position: Q2 2025 in Review

Lord & Richards Wealth Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2025, closing a stake of 524 shares — an estimated $12.1K sold.

Lord & Richards Wealth Management first reported a position in SCHZ in Q1 2025 and held it in 1 quarter. The position peaked at $12.1K in Q1 2025. 641 funds tracked by Wall St. Rank hold SCHZ as of Q2 2025.

  • Lord & Richards Wealth Management reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Lord & Richards Wealth Management sold 524 Schwab US Aggregate Bond ETF shares in Q2 2025, an estimated $12.1K.
  • Lord & Richards Wealth Management first reported a position in Schwab US Aggregate Bond ETF in Q1 2025 and held it in 1 quarter.
  • Lord & Richards Wealth Management's Schwab US Aggregate Bond ETF position peaked at $12.1K in Q1 2025.
  • 641 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2025.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.