Sachetta’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Sachetta’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	$8.42K	Sell	364 -1,454	-80%	-$33.6K	﹤0.01%	489
2026 Q1	$42.2K	Buy	1,818 +1,486	+448%	+$34.8K	0.02%	221
2025 Q4	$7.76K	Buy	332 +4	+1%	+$94	﹤0.01%	453
2025 Q3	$7.69K	Buy	328 +4	+1%	+$93	﹤0.01%	512
2025 Q2	$7.54K	Buy	324 +232	+252%	+$5.32K	﹤0.01%	502
2025 Q1	$2.13K	Buy	92 +1	+1%	+$23	﹤0.01%	779
2024 Q4	$2.07K	Buy	91 +1	+1%	+$23	﹤0.01%	824
2024 Q3	$2.15K	Hold	90	–	–	﹤0.01%	856
2024 Q2	$2.08K	Buy	90 +30	+50%	+$680	﹤0.01%	818
2024 Q1	$1.4K	Hold	60	–	–	﹤0.01%	816
2023 Q4	$1.4K	Buy	+60	New	+$1.34K	﹤0.01%	816

Other funds holding SCHZ

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

PWMG

Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ZRP

Zynergy Retirement Planning Red Bank, New Jersey $184M AUM 16.04% 1-Year Est. Return

BDFN

Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

RWP

Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return

AFP

Arnold Financial Planning Hiawatha, Iowa $134M AUM

CWS

Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return

Sachetta's SCHZ Position: Q2 2026 in Review

Sachetta reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 80% in Q2 2026, selling an estimated $33.6K and leaving 364 shares worth $8.42K. The position accounts for ﹤0.01% of the portfolio, ranked #489.

Sachetta first reported a position in SCHZ in Q4 2023 and has held it in 11 quarters since. The position peaked at $42.2K in Q1 2026. 163 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

Sachetta held 364 shares of Schwab US Aggregate Bond ETF worth $8.42K as of Q2 2026.
Sachetta sold 1,454 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $33.6K.
Schwab US Aggregate Bond ETF made up ﹤0.01% of Sachetta's portfolio in Q2 2026, its #489 holding.
Sachetta first reported a position in Schwab US Aggregate Bond ETF in Q4 2023 and has held it in 11 quarters since.
Sachetta's Schwab US Aggregate Bond ETF position peaked at $42.2K in Q1 2026.
163 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Sachetta's 13F filing for Q2 2026, filed 15 Jul 2026.