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

One Wealth 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 		$21.2M Buy
917,188
+65,242
+8% +$1.51M 2.34% 10
2026
Q1 		$19.8M Buy
851,946
+54,679
+7% +$1.28M 2.46% 9
2025
Q4 		$18.6M Sell
797,267
-8,057
-1% -$189K 2.28% 12
2025
Q3 		$18.9M Buy
805,324
+61,529
+8% +$1.43M 2.37% 11
2025
Q2 		$17.3M Sell
743,795
-83,085
-10% -$1.91M 2.4% 11
2025
Q1 		$19.2M Buy
826,880
+26,437
+3% +$606K 2.86% 9
2024
Q4 		$18.2M Buy
800,443
+52,445
+7% +$1.21M 2.7% 11
2024
Q3 		$17.8M Buy
+747,998
New +$17.5M 2.73% 9
2024
Q2 		– Sell
-669,606
Closed -$15.4M – 260
2024
Q1 		$15.4M Buy
669,606
+64,488
+11% +$1.48M 2.68% 8
2023
Q4 		$14.1M Sell
605,118
-97,018
-14% -$2.17M 2.72% 7
2023
Q3 		$15.5M Sell
702,136
-25,664
-4% -$582K 3.45% 5
2023
Q2 		$16.8M Buy
727,800
+36,972
+5% +$860K 3.54% 7
2023
Q1 		$16.2M Buy
690,828
+215,254
+45% +$5.01M 3.74% 4
2022
Q4 		$10.9M Buy
475,574
+39,326
+9% +$895K 2.48% 10
2022
Q3 		$9.88M Sell
436,248
-16,778
-4% -$399K 3.23% 6
2022
Q2 		$10.8M Buy
453,026
+34,358
+8% +$832K 2.9% 7
2022
Q1 		$10.6M Buy
+418,668
New +$10.9M 2.59% 10

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

One Wealth Advisors's SCHZ Position: Q2 2026 in Review

One Wealth Advisors increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 7.7% in Q2 2026, buying an estimated $1.51M and bringing the position to 917,188 shares worth $21.2M. The position accounts for 2.34% of the portfolio, ranked #10.

One Wealth Advisors first reported a position in SCHZ in Q1 2022 and has held it in 17 quarters since. 670 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • One Wealth Advisors held 917,188 shares of Schwab US Aggregate Bond ETF worth $21.2M as of Q2 2026.
  • One Wealth Advisors bought 65,242 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $1.51M.
  • Schwab US Aggregate Bond ETF made up 2.34% of One Wealth Advisors's portfolio in Q2 2026, its #10 holding.
  • One Wealth Advisors first reported a position in Schwab US Aggregate Bond ETF in Q1 2022 and has held it in 17 quarters since.
  • 670 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on One Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.