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

Regimen Wealth’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 		$343K Buy
14,815
+151
+1% +$3.49K 0.09% 59
2026
Q1 		$340K Buy
14,664
+1,714
+13% +$40.1K 0.1% 57
2025
Q4 		$303K Buy
12,950
+171
+1% +$4.01K 0.09% 64
2025
Q3 		$300K Buy
12,779
+129
+1% +$3K 0.09% 61
2025
Q2 		$294K Buy
12,650
+128
+1% +$2.94K 0.09% 61
2025
Q1 		$290K Buy
12,522
+88
+0.7% +$2.02K 0.09% 50
2024
Q4 		$282K Buy
12,434
+412
+3% +$9.52K 0.09% 50
2024
Q3 		$286K Buy
12,022
+114
+1% +$2.67K 0.09% 52
2024
Q2 		$271K Buy
+11,908
New +$270K 0.09% 54

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

Regimen Wealth's SCHZ Position: Q2 2026 in Review

Regimen Wealth increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 1% in Q2 2026, buying an estimated $3.49K and bringing the position to 14,815 shares worth $343K. The position accounts for 0.09% of the portfolio, ranked #59.

Regimen Wealth first reported a position in SCHZ in Q2 2024 and has held it in 9 quarters since. 666 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Regimen Wealth held 14,815 shares of Schwab US Aggregate Bond ETF worth $343K as of Q2 2026.
  • Regimen Wealth bought 151 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $3.49K.
  • Schwab US Aggregate Bond ETF made up 0.09% of Regimen Wealth's portfolio in Q2 2026, its #59 holding.
  • Regimen Wealth first reported a position in Schwab US Aggregate Bond ETF in Q2 2024 and has held it in 9 quarters since.
  • 666 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Regimen Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.