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Milestones Private Investment Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Milestones Private Investment 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 		$536K Sell
23,176
-263
-1% -$6.09K 0.43% 44
2026
Q1 		$544K Sell
23,439
-23,492
-50% -$550K 0.48% 47
2025
Q4 		$1.1M Sell
46,931
-5,113
-10% -$120K 0.75% 40
2025
Q3 		$1.22M Buy
52,044
+2,109
+4% +$49K 0.83% 37
2025
Q2 		$1.16M Buy
+49,935
New +$1.15M 0.86% 40

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

Milestones Private Investment Advisors's SCHZ Position: Q2 2026 in Review

Milestones Private Investment Advisors reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 1.1% in Q2 2026, selling an estimated $6.09K and leaving 23,176 shares worth $536K. The position accounts for 0.43% of the portfolio, ranked #44.

Milestones Private Investment Advisors first reported a position in SCHZ in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.22M in Q3 2025. 668 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Milestones Private Investment Advisors held 23,176 shares of Schwab US Aggregate Bond ETF worth $536K as of Q2 2026.
  • Milestones Private Investment Advisors sold 263 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $6.09K.
  • Schwab US Aggregate Bond ETF made up 0.43% of Milestones Private Investment Advisors's portfolio in Q2 2026, its #44 holding.
  • Milestones Private Investment Advisors first reported a position in Schwab US Aggregate Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Milestones Private Investment Advisors's Schwab US Aggregate Bond ETF position peaked at $1.22M in Q3 2025.
  • 668 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Milestones Private Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.