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My Legacy Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

My Legacy 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 		$3.2M Sell
138,921
-9,570
-6% -$220K 1.14% 19
2025
Q1 		$3.44M Buy
148,491
+1,554
+1% +$35.6K 1.33% 14
2024
Q4 		$3.33M Buy
146,937
+5,955
+4% +$138K 1.29% 17
2024
Q3 		$3.35M Sell
140,982
-100,912
-42% -$2.36M 1.32% 16
2024
Q2 		$5.51M Buy
241,894
+29,010
+14% +$657K 1.76% 12
2024
Q1 		$4.9M Buy
212,884
+26,176
+14% +$602K 1.64% 9
2023
Q4 		$4.34M Buy
186,708
+10,710
+6% +$240K 1.57% 10
2023
Q3 		$3.79M Buy
175,998
+13,930
+9% +$316K 1.54% 10
2023
Q2 		$3.75M Buy
162,068
+30,898
+24% +$719K 1.48% 11
2023
Q1 		$3.08M Buy
131,170
+25,016
+24% +$582K 1.32% 12
2022
Q4 		$2.5M Buy
106,154
+54,160
+104% +$1.23M 1.06% 15
2022
Q3 		$1.16M Buy
51,994
+30,026
+137% +$715K 0.58% 45
2022
Q2 		$526K Buy
+21,968
New +$532K 0.26% 139

Other funds holding SCHZ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
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
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
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
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

My Legacy Advisors's SCHZ Position: Q2 2025 in Review

My Legacy Advisors reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 6.4% in Q2 2025, selling an estimated $220K and leaving 138,921 shares worth $3.2M. The position accounts for 1.14% of the portfolio, ranked #19.

My Legacy Advisors first reported a position in SCHZ in Q2 2022 and has held it in 13 quarters since. The position peaked at $5.51M in Q2 2024. 641 funds tracked by Wall St. Rank hold SCHZ as of Q2 2025.

  • My Legacy Advisors held 138,921 shares of Schwab US Aggregate Bond ETF worth $3.2M as of Q2 2025.
  • My Legacy Advisors sold 9,570 Schwab US Aggregate Bond ETF shares in Q2 2025, an estimated $220K.
  • Schwab US Aggregate Bond ETF made up 1.14% of My Legacy Advisors's portfolio in Q2 2025, its #19 holding.
  • My Legacy Advisors first reported a position in Schwab US Aggregate Bond ETF in Q2 2022 and has held it in 13 quarters since.
  • My Legacy Advisors's Schwab US Aggregate Bond ETF position peaked at $5.51M in Q2 2024.
  • 641 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.