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Portside Wealth Group’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Portside Wealth Group’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 		$1.79M Buy
77,408
+401
+0.5% +$9.28K 0.21% 112
2026
Q1 		$1.79M Buy
77,007
+61,583
+399% +$1.44M 0.24% 103
2025
Q4 		$360K Sell
15,424
-20
-0.1% -$470 0.05% 324
2025
Q3 		$362K Sell
15,444
-66
-0.4% -$1.53K 0.05% 328
2025
Q2 		$360K Sell
15,510
-138
-0.9% -$3.17K 0.05% 303
2025
Q1 		$362K Hold
15,648
– – 0.06% 285
2024
Q4 		$355K Sell
15,648
-282
-2% -$6.51K 0.06% 287
2024
Q3 		$379K Sell
15,930
-6,988
-30% -$164K 0.06% 262
2024
Q2 		$522K Sell
22,918
-9,184
-29% -$208K 0.1% 204
2024
Q1 		$738K Buy
+32,102
New +$738K 0.14% 163

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

Portside Wealth Group's SCHZ Position: Q2 2026 in Review

Portside Wealth Group increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 0.52% in Q2 2026, buying an estimated $9.28K and bringing the position to 77,408 shares worth $1.79M. The position accounts for 0.21% of the portfolio, ranked #112.

Portside Wealth Group first reported a position in SCHZ in Q1 2024 and has held it in 10 quarters since. 149 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Portside Wealth Group held 77,408 shares of Schwab US Aggregate Bond ETF worth $1.79M as of Q2 2026.
  • Portside Wealth Group bought 401 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $9.28K.
  • Schwab US Aggregate Bond ETF made up 0.21% of Portside Wealth Group's portfolio in Q2 2026, its #112 holding.
  • Portside Wealth Group first reported a position in Schwab US Aggregate Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • 149 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.