Sanctuary Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Sanctuary Advisors’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	$21.2M	Buy	914,465 +43,516	+5%	+$1.01M	0.1%	217
2026 Q1	$20.2M	Buy	870,949 +31,592	+4%	+$739K	0.11%	197
2025 Q4	$19.6M	Sell	839,357 -31,230	-4%	-$733K	0.11%	201
2025 Q3	$20.4M	Sell	870,587 -58,109	-6%	-$1.35M	0.12%	192
2025 Q2	$21.6M	Sell	928,696 -9,451	-1%	-$217K	0.13%	162
2025 Q1	$21.7M	Sell	938,147 -27,628	-3%	-$633K	0.15%	149
2024 Q4	$22.1M	Sell	965,775 -804,943	-45%	-$18.6M	0.14%	155
2024 Q3	$20.3M	Buy	1,770,718 +851,780	+93%	+$19.9M	0.13%	171
2024 Q2	$20.6M	Buy	+918,938	New	+$20.8M	0.15%	140

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

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

Sanctuary Advisors's SCHZ Position: Q2 2026 in Review

Sanctuary Advisors increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 5% in Q2 2026, buying an estimated $1.01M and bringing the position to 914,465 shares worth $21.2M. The position accounts for 0.1% of the portfolio, ranked #217.

Sanctuary Advisors first reported a position in SCHZ in Q2 2024 and has held it in 9 quarters since. The position peaked at $22.1M in Q4 2024. 667 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

Sanctuary Advisors held 914,465 shares of Schwab US Aggregate Bond ETF worth $21.2M as of Q2 2026.
Sanctuary Advisors bought 43,516 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $1.01M.
Schwab US Aggregate Bond ETF made up 0.1% of Sanctuary Advisors's portfolio in Q2 2026, its #217 holding.
Sanctuary Advisors first reported a position in Schwab US Aggregate Bond ETF in Q2 2024 and has held it in 9 quarters since.
Sanctuary Advisors's Schwab US Aggregate Bond ETF position peaked at $22.1M in Q4 2024.
667 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.