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

PSI 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 		$413K Buy
17,854
+2,848
+19% +$65.9K 0.1% 102
2026
Q1 		$348K Buy
+15,006
New +$351K 0.08% 113
2025
Q4 		– Sell
-9,288
Closed -$218K – 135
2025
Q3 		$218K Sell
9,288
-1,825
-16% -$42.4K 0.06% 129
2025
Q2 		$258K Buy
11,113
+1,843
+20% +$42.3K 0.13% 90
2025
Q1 		$215K Buy
9,270
+1,034
+13% +$23.7K 0.07% 116
2024
Q4 		$187K Buy
+8,236
New +$190K 0.06% 127

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

PSI Advisors's SCHZ Position: Q2 2026 in Review

PSI Advisors increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 19% in Q2 2026, buying an estimated $65.9K and bringing the position to 17,854 shares worth $413K. The position accounts for 0.1% of the portfolio, ranked #102.

PSI Advisors first reported a position in SCHZ in Q4 2024 and has held it in 6 quarters since. 668 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • PSI Advisors held 17,854 shares of Schwab US Aggregate Bond ETF worth $413K as of Q2 2026.
  • PSI Advisors bought 2,848 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $65.9K.
  • Schwab US Aggregate Bond ETF made up 0.1% of PSI Advisors's portfolio in Q2 2026, its #102 holding.
  • PSI Advisors first reported a position in Schwab US Aggregate Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • 668 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on PSI Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.