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

Reston 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 		$10.5M Buy
454,858
+32,851
+8% +$760K 2.84% 9
2026
Q1 		$9.8M Buy
422,007
+86,590
+26% +$2.03M 3% 9
2025
Q4 		$7.84M Buy
335,417
+6,192
+2% +$145K 2.4% 9
2025
Q3 		$7.73M Buy
329,225
+39,701
+14% +$922K 2.49% 9
2025
Q2 		$6.73M Buy
289,524
+13,828
+5% +$317K 2.36% 9
2025
Q1 		$6.39M Sell
275,696
-30,607
-10% -$701K 2.58% 8
2024
Q4 		$6.95M Buy
306,303
+37,245
+14% +$860K 2.59% 9
2024
Q3 		$6.39M Buy
269,058
+11,468
+4% +$269K 2.31% 9
2024
Q2 		$5.87M Buy
257,590
+1,986
+0.8% +$45K 2.35% 9
2024
Q1 		$5.88M Buy
255,604
+19,682
+8% +$453K 2.39% 9
2023
Q4 		$5.5M Sell
235,922
-25,530
-10% -$571K 2.52% 8
2023
Q3 		$5.78M Buy
261,452
+20,872
+9% +$473K 2.92% 8
2023
Q2 		$5.55M Buy
240,580
+4,706
+2% +$109K 2.64% 8
2023
Q1 		$5.53M Sell
235,874
-2,890
-1% -$67.2K 2.89% 8
2022
Q4 		$5.45M Sell
238,764
-55,722
-19% -$1.27M 3.01% 8
2022
Q3 		$6.67M Buy
294,486
+94,386
+47% +$2.25M 3.97% 7
2022
Q2 		$4.79M Sell
200,100
-92,712
-32% -$2.24M 2.67% 9
2022
Q1 		$7.4M Buy
292,812
+1,752
+0.6% +$45.5K 3.8% 7
2021
Q4 		$7.84M Buy
291,060
+17,044
+6% +$461K 3.81% 6
2021
Q3 		$7.43M Buy
274,016
+12,446
+5% +$341K 3.87% 7
2021
Q2 		$7.14M Buy
261,570
+92,822
+55% +$2.52M 3.57% 7
2021
Q1 		$4.55M Buy
168,748
+15,212
+10% +$418K 2.38% 10
2020
Q4 		$4.3M Buy
153,536
+11,962
+8% +$335K 2.44% 11
2020
Q3 		$3.97M Buy
141,574
+3,316
+2% +$93.5K 2.55% 10
2020
Q2 		$3.89M Buy
138,258
+27,542
+25% +$766K 2.67% 9
2020
Q1 		$3M Sell
110,716
-2,872
-3% -$77.6K 2.41% 12
2019
Q4 		$3.03M Buy
113,588
+25,294
+29% +$678K 2.43% 11
2019
Q3 		$2.38M Buy
88,294
+29,764
+51% +$796K 2.12% 12
2019
Q2 		$1.55M Buy
58,530
+428
+0.7% +$11.1K 1.22% 16
2019
Q1 		$1.5M Buy
58,102
+1,390
+2% +$35.5K 1.2% 17
2018
Q4 		$1.44M Buy
+56,712
New +$1.42M 1.37% 13

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

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

Reston Wealth Management increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 7.8% in Q2 2026, buying an estimated $760K and bringing the position to 454,858 shares worth $10.5M. The position accounts for 2.84% of the portfolio, ranked #9.

Reston Wealth Management first reported a position in SCHZ in Q4 2018 and has held it in 31 quarters since. 667 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Reston Wealth Management held 454,858 shares of Schwab US Aggregate Bond ETF worth $10.5M as of Q2 2026.
  • Reston Wealth Management bought 32,851 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $760K.
  • Schwab US Aggregate Bond ETF made up 2.84% of Reston Wealth Management's portfolio in Q2 2026, its #9 holding.
  • Reston Wealth Management first reported a position in Schwab US Aggregate Bond ETF in Q4 2018 and has held it in 31 quarters since.
  • 667 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

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