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

Savvy Advisors Inc’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 		$2.78M Buy
120,235
+50,661
+73% +$1.17M 0.06% 260
2026
Q1 		$1.62M Buy
+69,574
New +$1.63M 0.04% 316
2024
Q4 		– Sell
-10,310
Closed -$245K – 477
2024
Q3 		$245K Sell
10,310
-2,204
-18% -$51.6K 0.05% 297
2024
Q2 		$285K Buy
12,514
+2,984
+31% +$67.6K 0.09% 219
2024
Q1 		$219K Hold
9,530
– – 0.13% 199
2023
Q4 		$222K Buy
+9,530
New +$213K 0.22% 138

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

Savvy Advisors Inc's SCHZ Position: Q2 2026 in Review

Savvy Advisors Inc increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 73% in Q2 2026, buying an estimated $1.17M and bringing the position to 120,235 shares worth $2.78M. The position accounts for 0.06% of the portfolio, ranked #260.

Savvy Advisors Inc first reported a position in SCHZ in Q4 2023 and has held it in 6 quarters since. 668 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Savvy Advisors Inc held 120,235 shares of Schwab US Aggregate Bond ETF worth $2.78M as of Q2 2026.
  • Savvy Advisors Inc bought 50,661 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $1.17M.
  • Schwab US Aggregate Bond ETF made up 0.06% of Savvy Advisors Inc's portfolio in Q2 2026, its #260 holding.
  • Savvy Advisors Inc first reported a position in Schwab US Aggregate Bond ETF in Q4 2023 and has held it in 6 quarters since.
  • 668 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.