SageView Advisory Group’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

SageView Advisory 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
2026 Q2	$937K	Sell	40,492 -1,847	-4%	-$42.7K	0.03%	255
2026 Q1	$983K	Sell	42,339 -128,424	-75%	-$3.01M	0.04%	235
2025 Q4	$3.99M	Sell	170,763 -19,992	-10%	-$469K	0.13%	94
2025 Q3	$4.48M	Buy	190,755 +147,646	+342%	+$3.43M	0.15%	86
2025 Q2	$993K	Buy	43,109 +1,114	+3%	+$25.6K	0.04%	245
2025 Q1	$973K	Buy	41,995 +1,088	+3%	+$24.9K	0.04%	230
2024 Q4	$929K	Sell	40,907 -7,609	-16%	-$176K	0.04%	229
2024 Q3	$1.15M	Buy	+48,516	New	+$1.14M	0.06%	176
2024 Q2	–	Hold	0	–	–	–	121
2023 Q4	–	Sell	-223,034	Closed	-$4.99M	–	45
2023 Q3	$4.93M	Sell	223,034 -63,168	-22%	-$1.43M	0.28%	47
2023 Q2	$6.61M	Buy	286,202 +83,916	+41%	+$1.95M	0.37%	40
2023 Q1	$4.74M	Buy	202,286 +6,036	+3%	+$140K	0.3%	50
2022 Q4	$4.48M	Buy	+196,250	New	+$4.47M	0.36%	57

Other funds holding SCHZ

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 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 Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

KBFS

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

SageView Advisory Group's SCHZ Position: Q2 2026 in Review

SageView Advisory Group reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 4.4% in Q2 2026, selling an estimated $42.7K and leaving 40,492 shares worth $937K. The position accounts for 0.03% of the portfolio, ranked #255.

SageView Advisory Group first reported a position in SCHZ in Q4 2022 and has held it in 12 quarters since. The position peaked at $6.61M in Q2 2023. 672 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

SageView Advisory Group held 40,492 shares of Schwab US Aggregate Bond ETF worth $937K as of Q2 2026.
SageView Advisory Group sold 1,847 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $42.7K.
Schwab US Aggregate Bond ETF made up 0.03% of SageView Advisory Group's portfolio in Q2 2026, its #255 holding.
SageView Advisory Group first reported a position in Schwab US Aggregate Bond ETF in Q4 2022 and has held it in 12 quarters since.
SageView Advisory Group's Schwab US Aggregate Bond ETF position peaked at $6.61M in Q2 2023.
672 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.