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

Pacific Excel 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	$7.27M	Buy	+314,239	New	+$7.27M	2.81%	6

Other funds holding SCHZ

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 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 Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Pacific Excel Wealth Advisors's SCHZ Position: Q2 2026 in Review

Pacific Excel Wealth Advisors opened a new position in Schwab US Aggregate Bond ETF (SCHZ) in Q2 2026: 314,239 shares worth $7.27M. The stake represents 2.81% of the portfolio and ranks #6 among its holdings.

668 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

Pacific Excel Wealth Advisors held 314,239 shares of Schwab US Aggregate Bond ETF worth $7.27M as of Q2 2026.
Schwab US Aggregate Bond ETF was a new Pacific Excel Wealth Advisors position in Q2 2026.
Schwab US Aggregate Bond ETF made up 2.81% of Pacific Excel Wealth Advisors's portfolio in Q2 2026, its #6 holding.
668 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.