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

Networth 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 		– Sell
-478
Closed -$11.1K – 426
2026
Q1 		$11.1K Buy
+478
New +$11.2K 0.01% 186

Other funds holding SCHZ

APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 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
FLA
Financial Life Advisors San Antonio, Texas $352M AUM 15.76% 1-Year Est. Return

Networth Advisors's SCHZ Position: Q2 2026 in Review

Networth Advisors sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2026, closing a stake of 478 shares — an estimated $11.1K sold.

Networth Advisors first reported a position in SCHZ in Q1 2026 and held it in 1 quarter. The position peaked at $11.1K in Q1 2026. 440 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Networth Advisors reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Networth Advisors sold 478 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $11.1K.
  • Networth Advisors first reported a position in Schwab US Aggregate Bond ETF in Q1 2026 and held it in 1 quarter.
  • Networth Advisors's Schwab US Aggregate Bond ETF position peaked at $11.1K in Q1 2026.
  • 440 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Networth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.