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

Novus 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	$882K	Sell	38,126 -256	-0.7%	-$5.92K	1.84%	15
2026 Q1	$891K	Buy	38,382 +1,281	+3%	+$30K	1.99%	12
2025 Q4	$867K	Sell	37,101 -286	-0.8%	-$6.72K	1.94%	12
2025 Q3	$877K	Sell	37,387 -2,599	-6%	-$60.4K	2.01%	14
2025 Q2	$929K	Sell	39,986 -1,604	-4%	-$36.8K	1.42%	19
2025 Q1	$963K	Buy	41,590 +2,245	+6%	+$51.4K	0.97%	27
2024 Q4	$893K	Buy	+39,345	New	+$909K	0.89%	28

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

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

PWMG

Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return

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

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

HGWM

Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return

ZRP

Zynergy Retirement Planning Red Bank, New Jersey $184M AUM 16.04% 1-Year Est. Return

Novus Advisors's SCHZ Position: Q2 2026 in Review

Novus Advisors reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 0.67% in Q2 2026, selling an estimated $5.92K and leaving 38,126 shares worth $882K. The position accounts for 1.84% of the portfolio, ranked #15.

Novus Advisors first reported a position in SCHZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $963K in Q1 2025. 353 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

Novus Advisors held 38,126 shares of Schwab US Aggregate Bond ETF worth $882K as of Q2 2026.
Novus Advisors sold 256 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $5.92K.
Schwab US Aggregate Bond ETF made up 1.84% of Novus Advisors's portfolio in Q2 2026, its #15 holding.
Novus Advisors first reported a position in Schwab US Aggregate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Novus Advisors's Schwab US Aggregate Bond ETF position peaked at $963K in Q1 2025.
353 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Novus Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.