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

Physician 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	$2.17K	Hold	94	–	–	﹤0.01%	1473
2026 Q1	$2.18K	Hold	94	–	–	﹤0.01%	1317
2025 Q4	$2.2K	Hold	94	–	–	﹤0.01%	1244
2025 Q3	$2.21K	Sell	94 -86	-48%	-$2K	﹤0.01%	1176
2025 Q2	$4.18K	Hold	180	–	–	﹤0.01%	844
2025 Q1	$4.17K	Hold	180	–	–	﹤0.01%	764
2024 Q4	$4.09K	Buy	+180	New	+$4.16K	﹤0.01%	762

Other funds holding SCHZ

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

PWMG

Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FLA

Financial Life Advisors San Antonio, Texas $352M AUM 15.76% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

HGWM

Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return

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

Physician Wealth Advisors held its Schwab US Aggregate Bond ETF (SCHZ) position steady in Q2 2026 at 94 shares worth $2.17K. The position accounts for ﹤0.01% of the portfolio, ranked #1473.

Physician Wealth Advisors first reported a position in SCHZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.18K in Q2 2025. 374 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

Physician Wealth Advisors held 94 shares of Schwab US Aggregate Bond ETF worth $2.17K as of Q2 2026.
Physician Wealth Advisors left its Schwab US Aggregate Bond ETF share count unchanged in Q2 2026.
Schwab US Aggregate Bond ETF made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1473 holding.
Physician Wealth Advisors first reported a position in Schwab US Aggregate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Physician Wealth Advisors's Schwab US Aggregate Bond ETF position peaked at $4.18K in Q2 2025.
374 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.