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

MN Wealth 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	$309K	Buy	13,373 +217	+2%	+$5.02K	0.13%	102
2026 Q1	$305K	Sell	13,156 -81	-0.6%	-$1.9K	0.15%	99
2025 Q4	$309K	Sell	13,237 -661	-5%	-$15.5K	0.16%	89
2025 Q3	$326K	Buy	13,898 +245	+2%	+$5.69K	0.17%	87
2025 Q2	$317K	Buy	+13,653	New	+$313K	0.18%	87
2024 Q3	–	Sell	-103,022	Closed	-$2.35M	–	107
2024 Q2	$2.35M	Buy	103,022 +1,292	+1%	+$29.3K	1.36%	17
2024 Q1	$2.34M	Buy	101,730 +10,864	+12%	+$250K	1.45%	16
2023 Q4	$2.12M	Buy	+90,866	New	+$2.03M	1.46%	14

Other funds holding SCHZ

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

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 Plymouth, Minnesota $59.8B AUM 29.42% 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

TCM

TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return

BDFN

Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return

MN Wealth Advisors's SCHZ Position: Q2 2026 in Review

MN Wealth Advisors increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 1.6% in Q2 2026, buying an estimated $5.02K and bringing the position to 13,373 shares worth $309K. The position accounts for 0.13% of the portfolio, ranked #102.

MN Wealth Advisors first reported a position in SCHZ in Q4 2023 and has held it in 8 quarters since. The position peaked at $2.35M in Q2 2024. 254 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

MN Wealth Advisors held 13,373 shares of Schwab US Aggregate Bond ETF worth $309K as of Q2 2026.
MN Wealth Advisors bought 217 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $5.02K.
Schwab US Aggregate Bond ETF made up 0.13% of MN Wealth Advisors's portfolio in Q2 2026, its #102 holding.
MN Wealth Advisors first reported a position in Schwab US Aggregate Bond ETF in Q4 2023 and has held it in 8 quarters since.
MN Wealth Advisors's Schwab US Aggregate Bond ETF position peaked at $2.35M in Q2 2024.
254 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on MN Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.