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

Moser 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
2025 Q2	$1.21K	Buy	+52	New	+$1.19K	﹤0.01%	191

Other funds holding SCHZ

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RIM

Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 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 $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TWP

Total Wealth Planning Cincinnati, Ohio $46.7M AUM 13.43% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Moser Wealth Advisors's SCHZ Position: Q2 2025 in Review

Moser Wealth Advisors opened a new position in Schwab US Aggregate Bond ETF (SCHZ) in Q2 2025: 52 shares worth $1.21K. The stake represents ﹤0.01% of the portfolio and ranks #191 among its holdings.

641 funds tracked by Wall St. Rank hold SCHZ as of Q2 2025.

Moser Wealth Advisors held 52 shares of Schwab US Aggregate Bond ETF worth $1.21K as of Q2 2025.
Schwab US Aggregate Bond ETF was a new Moser Wealth Advisors position in Q2 2025.
Schwab US Aggregate Bond ETF made up ﹤0.01% of Moser Wealth Advisors's portfolio in Q2 2025, its #191 holding.
641 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2025.

Based on Moser Wealth Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.