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

NewEdge 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 		$44.3K Buy
1,916
+222
+13% +$5.14K ﹤0.01% 3152
2026
Q1 		$39.3K Buy
1,694
+9
+0.5% +$211 ﹤0.01% 2997
2025
Q4 		$39.4K Sell
1,685
-9,128
-84% -$214K ﹤0.01% 3028
2025
Q3 		$254K Sell
10,813
-1,619
-13% -$37.6K ﹤0.01% 2280
2025
Q2 		$289K Sell
12,432
-292
-2% -$6.7K ﹤0.01% 2040
2025
Q1 		$295K Sell
12,724
-77
-0.6% -$1.76K ﹤0.01% 1909
2024
Q4 		$291K Buy
12,801
+2,421
+23% +$55.9K ﹤0.01% 1900
2024
Q3 		$247K Buy
10,380
+9,604
+1,238% +$225K ﹤0.01% 1910
2024
Q2 		$17.7K Sell
776
-404
-34% -$9.16K ﹤0.01% 2662
2024
Q1 		$27.1K Sell
1,180
-80,038
-99% -$1.84M ﹤0.01% 2515
2023
Q4 		$1.88M Buy
81,218
+80,428
+10,181% +$1.8M 0.02% 690
2023
Q3 		$17.5K Sell
790
-1,986
-72% -$45K ﹤0.01% 2414
2023
Q2 		$64.1K Buy
2,776
+4
+0.1% +$93 ﹤0.01% 2007
2023
Q1 		$65K Buy
2,772
+1,650
+147% +$38.4K ﹤0.01% 1897
2022
Q4 		$6.09K Buy
+1,122
New +$25.5K ﹤0.01% 2525

Other funds holding SCHZ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.23B AUM 15.23% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 $56.3B AUM 17.83% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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

NewEdge Advisors's SCHZ Position: Q2 2026 in Review

NewEdge Advisors increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 13% in Q2 2026, buying an estimated $5.14K and bringing the position to 1,916 shares worth $44.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3152.

NewEdge Advisors first reported a position in SCHZ in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.88M in Q4 2023. 672 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • NewEdge Advisors held 1,916 shares of Schwab US Aggregate Bond ETF worth $44.3K as of Q2 2026.
  • NewEdge Advisors bought 222 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $5.14K.
  • Schwab US Aggregate Bond ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3152 holding.
  • NewEdge Advisors first reported a position in Schwab US Aggregate Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • NewEdge Advisors's Schwab US Aggregate Bond ETF position peaked at $1.88M in Q4 2023.
  • 672 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.