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Omni 360 Wealth’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Omni 360 Wealth’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 		$1.03M Buy
44,553
+2,873
+7% +$66.5K 0.48% 47
2026
Q1 		$968K Buy
41,680
+4,770
+13% +$112K 0.5% 45
2025
Q4 		$867K Buy
36,910
+2,255
+7% +$53K 0.44% 52
2025
Q3 		$813K Buy
34,655
+708
+2% +$16.4K 0.46% 53
2025
Q2 		$789K Sell
33,947
-434
-1% -$9.96K 0.49% 50
2025
Q1 		$796K Buy
34,381
+1,738
+5% +$39.8K 0.53% 45
2024
Q4 		$741K Buy
32,643
+2,079
+7% +$48K 0.49% 51
2024
Q3 		$726K Sell
30,564
-2,872
-9% -$67.2K 0.5% 54
2024
Q2 		$762K Sell
33,436
-8,866
-21% -$201K 0.58% 46
2024
Q1 		$973K Buy
42,302
+2,468
+6% +$56.7K 0.8% 36
2023
Q4 		$929K Buy
+39,834
New +$891K 0.87% 31

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 $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

Omni 360 Wealth's SCHZ Position: Q2 2026 in Review

Omni 360 Wealth increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 6.9% in Q2 2026, buying an estimated $66.5K and bringing the position to 44,553 shares worth $1.03M. The position accounts for 0.48% of the portfolio, ranked #47.

Omni 360 Wealth first reported a position in SCHZ in Q4 2023 and has held it in 11 quarters since. 668 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Omni 360 Wealth held 44,553 shares of Schwab US Aggregate Bond ETF worth $1.03M as of Q2 2026.
  • Omni 360 Wealth bought 2,873 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $66.5K.
  • Schwab US Aggregate Bond ETF made up 0.48% of Omni 360 Wealth's portfolio in Q2 2026, its #47 holding.
  • Omni 360 Wealth first reported a position in Schwab US Aggregate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 668 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Omni 360 Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.