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

Pacific Capital 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
2025
Q2 		– Sell
-24,996
Closed -$579K – 81
2025
Q1 		$579K Hold
24,996
– – 0.1% 49
2024
Q4 		$567K Hold
24,996
– – 0.09% 49
2024
Q3 		$594K Buy
24,996
+13,984
+127% +$327K 0.1% 49
2024
Q2 		$251K Hold
11,012
– – 0.05% 60
2024
Q1 		$253K Hold
11,012
– – 0.06% 56
2023
Q4 		$257K Sell
11,012
-7,802
-41% -$175K 0.07% 53
2023
Q3 		$416K Buy
+18,814
New +$426K 0.12% 48

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 $3.64B AUM 14.73% 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

Pacific Capital Wealth Advisors's SCHZ Position: Q2 2025 in Review

Pacific Capital Wealth Advisors sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2025, closing a stake of 24,996 shares — an estimated $579K sold.

Pacific Capital Wealth Advisors first reported a position in SCHZ in Q3 2023 and held it in 7 quarters. The position peaked at $594K in Q3 2024. 641 funds tracked by Wall St. Rank hold SCHZ as of Q2 2025.

  • Pacific Capital Wealth Advisors reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 24,996 Schwab US Aggregate Bond ETF shares in Q2 2025, an estimated $579K.
  • Pacific Capital Wealth Advisors first reported a position in Schwab US Aggregate Bond ETF in Q3 2023 and held it in 7 quarters.
  • Pacific Capital Wealth Advisors's Schwab US Aggregate Bond ETF position peaked at $594K in Q3 2024.
  • 641 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2025, filed 9 Jul 2025.