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Oliver Lagore Vanvalin Investment Group’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Oliver Lagore Vanvalin Investment 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
2025
Q2 		$6.72K Buy
+290
New +$6.65K ﹤0.01% 463
2024
Q4 		$6.52K Buy
287
+17
+6% +$393 ﹤0.01% 490
2024
Q3 		$6.41K Buy
270
+8
+3% +$187 ﹤0.01% 475
2024
Q2 		$5.98K Sell
262
-26
-9% -$589 ﹤0.01% 478
2024
Q1 		$6.6K Sell
288
-266
-48% -$6.12K ﹤0.01% 469
2023
Q4 		$12.9K Sell
554
-3,036
-85% -$67.9K ﹤0.01% 376
2023
Q3 		$79.4K Sell
3,590
-802
-18% -$18.2K 0.03% 191
2023
Q2 		$101K Buy
4,392
+22
+0.5% +$512 0.04% 172
2023
Q1 		$103K Buy
4,370
+1,648
+61% +$38.3K 0.04% 124
2022
Q4 		$62.1K Sell
2,722
-758
-22% -$17.3K 0.04% 163
2022
Q3 		$79K Sell
3,480
-950
-21% -$22.6K 0.05% 136
2022
Q2 		$106K Buy
4,430
+3,260
+279% +$78.9K 0.06% 127
2022
Q1 		$39K Buy
+1,170
New +$30.4K 0.03% 194

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 $4.02B AUM 20% 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

Oliver Lagore Vanvalin Investment Group's SCHZ Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Schwab US Aggregate Bond ETF (SCHZ) in Q2 2025: 290 shares worth $6.72K. The stake represents ﹤0.01% of the portfolio and ranks #463 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in SCHZ as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in SCHZ in Q1 2022 and has held it in 13 quarters since. The position peaked at $106K in Q2 2022. 641 funds tracked by Wall St. Rank hold SCHZ as of Q2 2025.

  • Oliver Lagore Vanvalin Investment Group held 290 shares of Schwab US Aggregate Bond ETF worth $6.72K as of Q2 2025.
  • Schwab US Aggregate Bond ETF was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
  • Schwab US Aggregate Bond ETF made up ﹤0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #463 holding.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Schwab US Aggregate Bond ETF in Q1 2022 and has held it in 13 quarters since.
  • Oliver Lagore Vanvalin Investment Group's Schwab US Aggregate Bond ETF position peaked at $106K in Q2 2022.
  • 641 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.