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

Miracle Mile 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	$208K	Sell	8,981 -3,687	-29%	-$85.3K	﹤0.01%	946
2026 Q1	$294K	Buy	12,668 +60	+0.5%	+$1.4K	﹤0.01%	736
2025 Q4	$295K	Buy	+12,608	New	+$296K	﹤0.01%	715
2023 Q4	–	Sell	-10,318	Closed	-$228K	–	524
2023 Q3	$228K	Buy	10,318 +18	+0.2%	+$408	0.01%	439
2023 Q2	$238K	Sell	10,300 -2,632	-20%	-$61.2K	0.01%	448
2023 Q1	$303K	Buy	12,932 +620	+5%	+$14.4K	0.01%	428
2022 Q4	$281K	Buy	12,312 +1,042	+9%	+$23.7K	0.01%	432
2022 Q3	$255K	Sell	11,270 -5,078	-31%	-$121K	0.01%	385
2022 Q2	$391K	Buy	16,348 +3,724	+29%	+$90.1K	0.02%	338
2022 Q1	$319K	Buy	12,624 +958	+8%	+$24.9K	0.01%	381
2021 Q4	$314K	Buy	+11,666	New	+$315K	0.01%	362

Other funds holding SCHZ

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 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 Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Miracle Mile Advisors's SCHZ Position: Q2 2026 in Review

Miracle Mile Advisors reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 29% in Q2 2026, selling an estimated $85.3K and leaving 8,981 shares worth $208K. The position accounts for ﹤0.01% of the portfolio, ranked #946.

Miracle Mile Advisors first reported a position in SCHZ in Q4 2021 and has held it in 11 quarters since. The position peaked at $391K in Q2 2022. 672 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

Miracle Mile Advisors held 8,981 shares of Schwab US Aggregate Bond ETF worth $208K as of Q2 2026.
Miracle Mile Advisors sold 3,687 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $85.3K.
Schwab US Aggregate Bond ETF made up ﹤0.01% of Miracle Mile Advisors's portfolio in Q2 2026, its #946 holding.
Miracle Mile Advisors first reported a position in Schwab US Aggregate Bond ETF in Q4 2021 and has held it in 11 quarters since.
Miracle Mile Advisors's Schwab US Aggregate Bond ETF position peaked at $391K in Q2 2022.
672 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Miracle Mile Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.