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Powers Advisory Group’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Powers Advisory 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 		$1.51M Buy
65,200
+2,878
+5% +$66.6K 0.47% 35
2026
Q1 		$1.45M Sell
62,322
-8,106
-12% -$190K 0.51% 36
2025
Q4 		$1.65M Buy
70,428
+70
+0.1% +$1.64K 0.62% 30
2025
Q3 		$1.65M Buy
70,358
+38,026
+118% +$883K 0.66% 29
2025
Q2 		$751K Buy
32,332
+3,422
+12% +$78.5K 0.33% 52
2025
Q1 		$670K Buy
28,910
+12,489
+76% +$286K 0.32% 55
2024
Q4 		$373K Buy
16,421
+169
+1% +$3.9K 0.19% 74
2024
Q3 		$386K Buy
16,252
+70
+0.4% +$1.64K 0.19% 72
2024
Q2 		$369K Sell
16,182
-136
-0.8% -$3.08K 0.2% 68
2024
Q1 		$375K Sell
16,318
-4,492
-22% -$103K 0.21% 68
2023
Q4 		$485K Sell
20,810
-602
-3% -$13.5K 0.3% 58
2023
Q3 		$474K Sell
21,412
-1,608
-7% -$36.4K 0.32% 55
2023
Q2 		$531K Buy
23,020
+58
+0.3% +$1.35K 0.35% 52
2023
Q1 		$539K Sell
22,962
-620
-3% -$14.4K 0.38% 51
2022
Q4 		$538K Sell
23,582
-620
-3% -$14.1K 0.4% 53
2022
Q3 		$548K Sell
24,202
-18
-0.1% -$429 0.44% 50
2022
Q2 		$580K Sell
24,220
-7,454
-24% -$180K 0.45% 54
2022
Q1 		$801K Sell
31,674
-303,902
-91% -$7.89M 0.56% 43
2021
Q4 		$9.04M Buy
+335,576
New +$9.07M 6.38% 2

Other funds holding SCHZ

JP Morgan Chase
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
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
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
HighTower Advisors
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Powers Advisory Group's SCHZ Position: Q2 2026 in Review

Powers Advisory Group increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 4.6% in Q2 2026, buying an estimated $66.6K and bringing the position to 65,200 shares worth $1.51M. The position accounts for 0.47% of the portfolio, ranked #35.

Powers Advisory Group first reported a position in SCHZ in Q4 2021 and has held it in 19 quarters since. The position peaked at $9.04M in Q4 2021. 668 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Powers Advisory Group held 65,200 shares of Schwab US Aggregate Bond ETF worth $1.51M as of Q2 2026.
  • Powers Advisory Group bought 2,878 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $66.6K.
  • Schwab US Aggregate Bond ETF made up 0.47% of Powers Advisory Group's portfolio in Q2 2026, its #35 holding.
  • Powers Advisory Group first reported a position in Schwab US Aggregate Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Powers Advisory Group's Schwab US Aggregate Bond ETF position peaked at $9.04M in Q4 2021.
  • 668 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Powers Advisory Group's 13F filing for Q2 2026, filed 31 Jul 2026.