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

Resolute Wealth Advisor’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 Q3	$504K	Buy	+22,439	New	+$510K	0.23%	49

Other funds holding SCHZ

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Rockbridge Investment Management Syracuse, New York $1.25B AUM 8.34% 1-Year Est. Return

Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.19B AUM 9.66% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Rational Advisors Huntington, New York $1.08B AUM 5.43% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Resolute Wealth Advisor's SCHZ Position: Q3 2026 in Review

Resolute Wealth Advisor opened a new position in Schwab US Aggregate Bond ETF (SCHZ) in Q3 2026: 22,439 shares worth $504K. The stake represents 0.23% of the portfolio and ranks #49 among its holdings.

545 funds tracked by Wall St. Rank hold SCHZ as of Q3 2026.

Resolute Wealth Advisor held 22,439 shares of Schwab US Aggregate Bond ETF worth $504K as of Q3 2026.
Schwab US Aggregate Bond ETF was a new Resolute Wealth Advisor position in Q3 2026.
Schwab US Aggregate Bond ETF made up 0.23% of Resolute Wealth Advisor's portfolio in Q3 2026, its #49 holding.
545 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2026.

Based on Resolute Wealth Advisor's 13F filing for Q3 2026, filed 12 Nov 2026.