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Sage Financial Group’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Sage Financial Group’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
2025
Q2 		– Sell
-9,652
Closed -$224K – 106
2025
Q1 		$224K Buy
+9,652
New +$221K 0.02% 99
2024
Q2 		– Sell
-28,044
Closed -$645K – 105
2024
Q1 		$645K Sell
28,044
-7,174
-20% -$165K 0.06% 60
2023
Q4 		$821K Buy
35,218
+9,116
+35% +$204K 0.08% 51
2023
Q3 		$577K Hold
26,102
– – 0.06% 56
2023
Q2 		$602K Hold
26,102
– – 0.06% 54
2023
Q1 		$612K Sell
26,102
-3,582
-12% -$83.3K 0.07% 55
2022
Q4 		$678K Sell
29,684
-1,688
-5% -$38.4K 0.08% 53
2022
Q3 		$711K Buy
31,372
+21,500
+218% +$512K 0.1% 48
2022
Q2 		$236K Buy
+9,872
New +$239K 0.03% 82
2022
Q1 		– Sell
-127,198
Closed -$3.43M – 80
2021
Q4 		$3.43M Buy
127,198
+95,012
+295% +$2.57M 0.36% 32
2021
Q3 		$873K Hold
32,186
– – 0.11% 38
2021
Q2 		$879K Sell
32,186
-3,396
-10% -$92.2K 0.11% 38
2021
Q1 		$960K Buy
35,582
+2,292
+7% +$62.9K 0.13% 37
2020
Q4 		$933K Buy
33,290
+8
+0% +$224 0.13% 37
2020
Q3 		$933K Hold
33,282
– – 0.15% 33
2020
Q2 		$936K Sell
33,282
-3,950
-11% -$110K 0.17% 33
2020
Q1 		$1.01M Buy
37,232
+418
+1% +$11.3K 0.19% 36
2019
Q4 		$983K Buy
36,814
+566
+2% +$15.2K 0.13% 38
2019
Q3 		$976K Buy
36,248
+80
+0.2% +$2.14K 0.15% 38
2019
Q2 		$958K Sell
36,168
-1,064
-3% -$27.7K 0.14% 40
2019
Q1 		$966K Sell
37,232
-18,962
-34% -$484K 0.15% 39
2018
Q4 		$1.42M Buy
+56,194
New +$1.4M 0.24% 37
2018
Q1 		– Sell
-44,816
Closed -$1.17M – 58
2017
Q4 		$1.17M Buy
+44,816
New +$1.17M 0.23% 27

Other funds holding SCHZ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TWP
Total Wealth Planning Cincinnati, Ohio $46.7M AUM 13.43% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Sage Financial Group's SCHZ Position: Q2 2025 in Review

Sage Financial Group sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2025, closing a stake of 9,652 shares — an estimated $224K sold.

Sage Financial Group first reported a position in SCHZ in Q4 2017 and held it in 23 quarters. The position peaked at $3.43M in Q4 2021. 643 funds tracked by Wall St. Rank hold SCHZ as of Q2 2025.

  • Sage Financial Group reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Sage Financial Group sold 9,652 Schwab US Aggregate Bond ETF shares in Q2 2025, an estimated $224K.
  • Sage Financial Group first reported a position in Schwab US Aggregate Bond ETF in Q4 2017 and held it in 23 quarters.
  • Sage Financial Group's Schwab US Aggregate Bond ETF position peaked at $3.43M in Q4 2021.
  • 643 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2025.

Based on Sage Financial Group's 13F filing for Q2 2025, filed 22 Jul 2025.