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Park Edge Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Park Edge 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 		$1.67M Buy
72,115
+3,561
+5% +$82.4K 0.35% 57
2026
Q1 		$1.59M Sell
68,554
-951
-1% -$22.3K 0.37% 53
2025
Q4 		$1.62M Buy
69,505
+4,124
+6% +$96.8K 0.37% 61
2025
Q3 		$1.53M Buy
65,381
+12,314
+23% +$286K 0.35% 59
2025
Q2 		$1.23M Buy
53,067
+5,576
+12% +$128K 0.32% 62
2025
Q1 		$1.1M Buy
47,491
+3,527
+8% +$80.8K 0.31% 58
2024
Q4 		$998K Buy
43,964
+28,804
+190% +$665K 0.29% 62
2024
Q3 		$360K Sell
15,160
-86
-0.6% -$2.01K 0.1% 105
2024
Q2 		$347K Sell
15,246
-9,748
-39% -$221K 0.11% 102
2024
Q1 		$575K Sell
24,994
-2,326
-9% -$53.5K 0.16% 76
2023
Q4 		$637K Sell
27,320
-3,438
-11% -$76.9K 0.22% 59
2023
Q3 		$680K Sell
30,758
-1,130
-4% -$25.6K 0.24% 50
2023
Q2 		$736K Sell
31,888
-856
-3% -$19.9K 0.25% 42
2023
Q1 		$768K Buy
32,744
+10,160
+45% +$236K 0.29% 36
2022
Q4 		$515K Buy
+22,584
New +$514K 0.23% 45

Other funds holding SCHZ

CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
PWMG
Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ZRP
Zynergy Retirement Planning Red Bank, New Jersey $184M AUM 16.04% 1-Year Est. Return
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return
AFP
Arnold Financial Planning Hiawatha, Iowa $134M AUM
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return

Park Edge Advisors's SCHZ Position: Q2 2026 in Review

Park Edge Advisors increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 5.2% in Q2 2026, buying an estimated $82.4K and bringing the position to 72,115 shares worth $1.67M. The position accounts for 0.35% of the portfolio, ranked #57.

Park Edge Advisors first reported a position in SCHZ in Q4 2022 and has held it in 15 quarters since. 149 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Park Edge Advisors held 72,115 shares of Schwab US Aggregate Bond ETF worth $1.67M as of Q2 2026.
  • Park Edge Advisors bought 3,561 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $82.4K.
  • Schwab US Aggregate Bond ETF made up 0.35% of Park Edge Advisors's portfolio in Q2 2026, its #57 holding.
  • Park Edge Advisors first reported a position in Schwab US Aggregate Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • 149 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Park Edge Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.