RWM
SCHZ icon

RBA Wealth Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

RBA Wealth Management’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 		$488K Sell
21,086
-476
-2% -$11K 0.18% 62
2026
Q1 		$501K Buy
21,562
+167
+0.8% +$3.91K 0.18% 67
2025
Q4 		$500K Buy
21,395
+2,354
+12% +$55.3K 0.17% 65
2025
Q3 		$447K Buy
19,041
+1,398
+8% +$32.5K 0.15% 68
2025
Q2 		$410K Buy
17,643
+491
+3% +$11.3K 0.15% 70
2025
Q1 		$397K Buy
17,152
+402
+2% +$9.21K 0.16% 68
2024
Q4 		$380K Sell
16,750
-1,060
-6% -$24.5K 0.14% 69
2024
Q3 		$423K Buy
17,810
+1,160
+7% +$27.2K 0.16% 66
2024
Q2 		$379K Buy
16,650
+1,976
+13% +$44.8K 0.15% 67
2024
Q1 		$338K Buy
14,674
+198
+1% +$4.55K 0.14% 70
2023
Q4 		$337K Buy
14,476
+104
+0.7% +$2.33K 0.15% 68
2023
Q3 		$318K Buy
14,372
+986
+7% +$22.3K 0.15% 70
2023
Q2 		$309K Sell
13,386
-1,090
-8% -$25.4K 0.14% 71
2023
Q1 		$340K Sell
14,476
-460
-3% -$10.7K 0.17% 71
2022
Q4 		$341K Buy
14,936
+1,022
+7% +$23.3K 0.18% 68
2022
Q3 		$315K Buy
13,914
+2,454
+21% +$58.4K 0.18% 69
2022
Q2 		$274K Sell
11,460
-816
-7% -$19.8K 0.15% 80
2022
Q1 		$310K Buy
12,276
+304
+3% +$7.89K 0.15% 81
2021
Q4 		$323K Buy
+11,972
New +$324K 0.15% 85
2021
Q1 		– Sell
-9,542
Closed -$267K – 257
2020
Q4 		$267K Buy
9,542
+132
+1% +$3.69K 0.16% 90
2020
Q3 		$264K Buy
9,410
+72
+0.8% +$2.03K 0.18% 89
2020
Q2 		$263K Buy
9,338
+204
+2% +$5.68K 0.19% 88
2020
Q1 		$248K Sell
9,134
-24,504
-73% -$662K 0.21% 86
2019
Q4 		$898K Sell
33,638
-2,592
-7% -$69.5K 0.61% 48
2019
Q3 		$975K Buy
36,230
+3,178
+10% +$85K 0.74% 46
2019
Q2 		$876K Buy
33,052
+1,738
+6% +$45.2K 0.68% 47
2019
Q1 		$809K Buy
+31,314
New +$799K 0.63% 48

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 $104B AUM 28.3% 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

RBA Wealth Management's SCHZ Position: Q2 2026 in Review

RBA Wealth Management reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 2.2% in Q2 2026, selling an estimated $11K and leaving 21,086 shares worth $488K. The position accounts for 0.18% of the portfolio, ranked #62.

RBA Wealth Management first reported a position in SCHZ in Q1 2019 and has held it in 27 quarters since. The position peaked at $975K in Q3 2019. 672 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • RBA Wealth Management held 21,086 shares of Schwab US Aggregate Bond ETF worth $488K as of Q2 2026.
  • RBA Wealth Management sold 476 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $11K.
  • Schwab US Aggregate Bond ETF made up 0.18% of RBA Wealth Management's portfolio in Q2 2026, its #62 holding.
  • RBA Wealth Management first reported a position in Schwab US Aggregate Bond ETF in Q1 2019 and has held it in 27 quarters since.
  • RBA Wealth Management's Schwab US Aggregate Bond ETF position peaked at $975K in Q3 2019.
  • 672 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on RBA Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.