PCS
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Private Client Services’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Private Client Services’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 		$211K Sell
9,138
-430
-4% -$9.95K 0.06% 218
2026
Q1 		$222K Sell
9,568
-1,395
-13% -$32.6K 0.07% 192
2025
Q4 		$256K Sell
10,963
-3,559
-25% -$83.6K 0.08% 165
2025
Q3 		$341K Sell
14,522
-40,495
-74% -$941K 0.11% 133
2025
Q2 		$1.28M Buy
+55,017
New +$1.26M 0.5% 52

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

Private Client Services's SCHZ Position: Q2 2026 in Review

Private Client Services reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 4.5% in Q2 2026, selling an estimated $9.95K and leaving 9,138 shares worth $211K. The position accounts for 0.06% of the portfolio, ranked #218.

Private Client Services first reported a position in SCHZ in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.28M in Q2 2025. 668 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Private Client Services held 9,138 shares of Schwab US Aggregate Bond ETF worth $211K as of Q2 2026.
  • Private Client Services sold 430 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $9.95K.
  • Schwab US Aggregate Bond ETF made up 0.06% of Private Client Services's portfolio in Q2 2026, its #218 holding.
  • Private Client Services first reported a position in Schwab US Aggregate Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Private Client Services's Schwab US Aggregate Bond ETF position peaked at $1.28M in Q2 2025.
  • 668 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Private Client Services's 13F filing for Q2 2026, filed 6 Jul 2026.