MI
SCHZ icon

Moneywise Inc’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Moneywise Inc’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 		$1.18M Buy
51,169
+17,589
+52% +$407K 0.44% 44
2026
Q1 		$780K Buy
33,580
+16,876
+101% +$395K 0.34% 52
2025
Q4 		$390K Buy
+16,704
New +$392K 0.16% 64
2024
Q3 		– Sell
-9,148
Closed -$208K – 63
2024
Q2 		$208K Sell
9,148
-6,002
-40% -$136K 0.11% 56
2024
Q1 		$348K Sell
15,150
-2,406
-14% -$55.3K 0.19% 50
2023
Q4 		$409K Sell
17,556
-1,298
-7% -$29K 0.24% 38
2023
Q3 		$417K Buy
18,854
+32
+0.2% +$725 0.26% 34
2023
Q2 		$434K Sell
18,822
-490
-3% -$11.4K 0.27% 33
2023
Q1 		$453K Buy
19,312
+234
+1% +$5.44K 0.29% 32
2022
Q4 		$435K Sell
19,078
-450
-2% -$10.2K 0.33% 29
2022
Q3 		$442K Sell
19,528
-82
-0.4% -$1.95K 0.36% 30
2022
Q2 		$469K Buy
19,610
+114
+0.6% +$2.76K 0.37% 31
2022
Q1 		$493K Sell
19,496
-1,210
-6% -$31.4K 0.32% 30
2021
Q4 		$558K Buy
20,706
+1,068
+5% +$28.9K 0.36% 30
2021
Q3 		$533K Sell
19,638
-1,054
-5% -$28.9K 0.35% 29
2021
Q2 		$565K Sell
20,692
-1,696
-8% -$46K 0.39% 31
2021
Q1 		$604K Sell
22,388
-304
-1% -$8.35K 0.41% 31
2020
Q4 		$636K Buy
22,692
+1,418
+7% +$39.7K 0.45% 30
2020
Q3 		$596K Buy
21,274
+822
+4% +$23.2K 0.47% 31
2020
Q2 		$575K Buy
20,452
+9,578
+88% +$266K 0.46% 31
2020
Q1 		$295K Sell
10,874
-1,474
-12% -$39.8K 0.26% 34
2019
Q4 		$332K Sell
12,348
-506
-4% -$13.6K 0.25% 27
2019
Q3 		$346K Sell
12,854
-62
-0.5% -$1.66K 0.28% 25
2019
Q2 		$342K Sell
12,916
-16,600
-56% -$432K 0.26% 26
2019
Q1 		$753K Buy
29,516
+14,390
+95% +$367K 0.64% 19
2018
Q4 		$383K Sell
15,126
-12,048
-44% -$301K 0.36% 23
2018
Q3 		$683K Sell
27,174
-812
-3% -$20.5K 0.58% 19
2018
Q2 		$709K Sell
27,986
-2,454
-8% -$62K 0.61% 19
2018
Q1 		$777K Sell
30,440
-1,132
-4% -$28.9K 0.65% 19
2017
Q4 		$821K Buy
31,572
+1,542
+5% +$40.2K 0.61% 19
2017
Q3 		$786K Buy
30,030
+2,986
+11% +$78.3K 0.62% 18
2017
Q2 		$707K Sell
27,044
-4,656
-15% -$121K 0.6% 19
2017
Q1 		$821K Sell
31,700
-1,234
-4% -$31.9K 0.74% 18
2016
Q4 		$848K Buy
32,934
+1,278
+4% +$33.4K 0.84% 18
2016
Q3 		$849K Buy
+31,656
New +$849K 0.9% 16

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
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
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
ZRP
Zynergy Retirement Planning Red Bank, New Jersey $184M AUM 16.04% 1-Year Est. Return
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return
AFP
Arnold Financial Planning Hiawatha, Iowa $134M AUM

Moneywise Inc's SCHZ Position: Q2 2026 in Review

Moneywise Inc increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 52% in Q2 2026, buying an estimated $407K and bringing the position to 51,169 shares worth $1.18M. The position accounts for 0.44% of the portfolio, ranked #44.

Moneywise Inc first reported a position in SCHZ in Q3 2016 and has held it in 35 quarters since. 185 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Moneywise Inc held 51,169 shares of Schwab US Aggregate Bond ETF worth $1.18M as of Q2 2026.
  • Moneywise Inc bought 17,589 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $407K.
  • Schwab US Aggregate Bond ETF made up 0.44% of Moneywise Inc's portfolio in Q2 2026, its #44 holding.
  • Moneywise Inc first reported a position in Schwab US Aggregate Bond ETF in Q3 2016 and has held it in 35 quarters since.
  • 185 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Moneywise Inc's 13F filing for Q2 2026, filed 21 Jul 2026.