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Net Worth Advisory Group’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Net Worth Advisory Group’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 		– Sell
-27,964
Closed -$649K – 458
2026
Q1 		$649K Buy
27,964
+333
+1% +$7.79K 0.13% 164
2025
Q4 		$646K Buy
+27,631
New +$649K 0.13% 169
2025
Q3 		– Sell
-23,932
Closed -$556K – 477
2025
Q2 		$556K Buy
+23,932
New +$549K 0.12% 180

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
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
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return

Net Worth Advisory Group's SCHZ Position: Q2 2026 in Review

Net Worth Advisory Group sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2026, closing a stake of 27,964 shares — an estimated $649K sold.

Net Worth Advisory Group first reported a position in SCHZ in Q2 2025 and held it in 3 quarters. The position peaked at $649K in Q1 2026. 163 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Net Worth Advisory Group reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Net Worth Advisory Group sold 27,964 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $649K.
  • Net Worth Advisory Group first reported a position in Schwab US Aggregate Bond ETF in Q2 2025 and held it in 3 quarters.
  • Net Worth Advisory Group's Schwab US Aggregate Bond ETF position peaked at $649K in Q1 2026.
  • 163 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.