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

Sax Wealth 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 		$757K Buy
32,584
+14,102
+76% +$326K 0.03% 269
2026
Q1 		$432K Hold
18,482
– – 0.02% 314
2025
Q4 		$432K Sell
18,482
-820
-4% -$19.3K 0.02% 320
2025
Q3 		$453K Buy
19,302
+1,259
+7% +$29.2K 0.02% 289
2025
Q2 		$419K Buy
18,043
+2,363
+15% +$54.2K 0.03% 280
2025
Q1 		$363K Buy
+15,680
New +$359K 0.03% 264

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 $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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Sax Wealth Advisors's SCHZ Position: Q2 2026 in Review

Sax Wealth Advisors increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 76% in Q2 2026, buying an estimated $326K and bringing the position to 32,584 shares worth $757K. The position accounts for 0.03% of the portfolio, ranked #269.

Sax Wealth Advisors first reported a position in SCHZ in Q1 2025 and has held it in 6 quarters since. 673 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Sax Wealth Advisors held 32,584 shares of Schwab US Aggregate Bond ETF worth $757K as of Q2 2026.
  • Sax Wealth Advisors bought 14,102 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $326K.
  • Schwab US Aggregate Bond ETF made up 0.03% of Sax Wealth Advisors's portfolio in Q2 2026, its #269 holding.
  • Sax Wealth Advisors first reported a position in Schwab US Aggregate Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • 673 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.