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

LVW 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 		$2.5M Sell
108,260
-6,840
-6% -$158K 0.22% 65
2026
Q1 		$2.67M Buy
115,100
+6,081
+6% +$142K 0.25% 53
2025
Q4 		$2.55M Buy
109,019
+20,375
+23% +$478K 0.26% 52
2025
Q3 		$2.08M Buy
88,644
+7,020
+9% +$163K 0.21% 64
2025
Q2 		$1.9M Buy
81,624
+2,559
+3% +$58.7K 0.21% 67
2025
Q1 		$1.83M Buy
79,065
+5,758
+8% +$132K 0.22% 63
2024
Q4 		$1.66M Buy
73,307
+9,027
+14% +$209K 0.2% 73
2024
Q3 		$1.53M Buy
64,280
+6,700
+12% +$157K 0.19% 81
2024
Q2 		$1.31M Buy
57,580
+1,920
+3% +$43.5K 0.19% 80
2024
Q1 		$1.28M Sell
55,660
-5,912
-10% -$136K 0.22% 77
2023
Q4 		$1.44M Buy
61,572
+1,020
+2% +$22.8K 0.27% 61
2023
Q3 		$1.34M Buy
60,552
+3,260
+6% +$73.9K 0.28% 71
2023
Q2 		$1.32M Buy
57,292
+5,888
+11% +$137K 0.25% 76
2023
Q1 		$1.21M Sell
51,404
-5,528
-10% -$129K 0.24% 79
2022
Q4 		$1.3M Sell
56,932
-207,342
-78% -$4.72M 0.26% 80
2022
Q3 		$5.99M Buy
264,274
+1,668
+0.6% +$39.7K 1.34% 11
2022
Q2 		$6.29M Sell
262,606
-19,238
-7% -$466K 1.28% 12
2022
Q1 		$7.13M Sell
281,844
-8,012
-3% -$208K 1.21% 13
2021
Q4 		$7.81M Sell
289,856
-3,376
-1% -$91.3K 1.33% 11
2021
Q3 		$7.96M Buy
293,232
+6,826
+2% +$187K 1.37% 12
2021
Q2 		$7.82M Buy
286,406
+20,566
+8% +$558K 1.39% 12
2021
Q1 		$7.17M Buy
265,840
+9,446
+4% +$259K 1.38% 12
2020
Q4 		$7.18M Buy
256,394
+5,476
+2% +$153K 1.44% 13
2020
Q3 		$7.04M Buy
+250,918
New +$7.08M 1.55% 14
2018
Q2 		– Sell
-294,416
Closed -$7.51M – 148
2018
Q1 		$7.51M Sell
294,416
-988
-0.3% -$25.3K 2.33% 8
2017
Q4 		$7.69M Buy
295,404
+1,988
+0.7% +$51.9K 2.24% 7
2017
Q3 		$7.68M Buy
293,416
+262,838
+860% +$6.89M 3.05% 4
2017
Q2 		$799K Sell
30,578
-736
-2% -$19.2K 0.28% 51
2017
Q1 		$811K Buy
31,314
+1,216
+4% +$31.4K 0.29% 52
2016
Q4 		$775K Sell
30,098
-2,076
-6% -$54.3K 0.27% 55
2016
Q3 		$863K Buy
32,174
+3,288
+11% +$88.2K 0.28% 48
2016
Q2 		$776K Buy
28,886
+14,382
+99% +$381K 0.29% 50
2016
Q1 		$383K Buy
14,504
+444
+3% +$11.6K 0.12% 89
2015
Q4 		$362K Buy
14,060
+924
+7% +$23.9K 0.14% 93
2015
Q3 		$342K Sell
13,136
-622
-5% -$16.1K 0.16% 96
2015
Q2 		$356K Sell
13,758
-288
-2% -$7.53K 0.15% 91
2015
Q1 		$372K Buy
14,046
+488
+4% +$12.9K 0.18% 94
2014
Q4 		$355K Buy
+13,558
New +$354K 0.2% 104

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

LVW Advisors's SCHZ Position: Q2 2026 in Review

LVW Advisors reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 5.9% in Q2 2026, selling an estimated $158K and leaving 108,260 shares worth $2.5M. The position accounts for 0.22% of the portfolio, ranked #65.

LVW Advisors first reported a position in SCHZ in Q4 2014 and has held it in 38 quarters since. The position peaked at $7.96M in Q3 2021. 353 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • LVW Advisors held 108,260 shares of Schwab US Aggregate Bond ETF worth $2.5M as of Q2 2026.
  • LVW Advisors sold 6,840 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $158K.
  • Schwab US Aggregate Bond ETF made up 0.22% of LVW Advisors's portfolio in Q2 2026, its #65 holding.
  • LVW Advisors first reported a position in Schwab US Aggregate Bond ETF in Q4 2014 and has held it in 38 quarters since.
  • LVW Advisors's Schwab US Aggregate Bond ETF position peaked at $7.96M in Q3 2021.
  • 353 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

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